Website Privacy Policy

Last Updated October 19, 2020

This website privacy policy (this “Website Privacy Policy”) is entered into by and between you and Bingham, Osborn & Scarborough, LLC doing business as B|O|S (“B|O|S,” “we,” “us” or “our”).  This Website Privacy Policy describes the types of information we collect from you or that you may provide to us when you visit our public website located at www.bosinvest.com, including all publicly-accessible subpages (our “Website”) as well as our privacy practices with respect to our Website.  This Website Privacy Policy applies to information we collect on or through our Website. It does not apply to any third party, including through any application or content that may link to or be accessible from our Website. We ask you to read this Website Privacy Policy carefully before continuing to use our Website to understand our policies and practices regarding the ways in which we may collect, use, disclose, and protect your information in connection with our Website.

By using our Website, you agree that you have read and understand this Website Privacy Policy, and that you accept, consent to and agree to be bound by and abide by the terms of this Website Privacy Policy. If you do not agree to any of the policies and practices described in this policy, please do not use our Website.  By continuing to use our Website, you consent to our use of your personal information in accordance with this Website Privacy Policy.

Other Terms and Policies That May Apply to You

Please note that different policies or agreements may apply to your interactions with B|O|S, as described in more detail below:

• The use of the public portions of our Website is also governed by our Website Terms of Use available at https://www.bosinvest.com/terms-of-use/ (the “Website Terms of Use”). This Website Privacy Policy is incorporated into the Website Terms of Use by this reference.
• The use of the non-public portions of our website (B|O|S Compass) is governed by the B|O|S Compass Terms of Use posted on B|O|S Compass (the “Compass Terms of Use”).
• If you are a client of B|O|S, your client engagement letter, including our Privacy Notice, each of which may be updated from time to time, generally govern your relationship with B|O|S. In the event of a conflict between this Website Privacy Policy and the Privacy Notice, the Privacy Notice shall control.
• If you are a prospective client of B|O|S and you have provided personal information to us, any correspondence initiated with us through the Website and any personal information you provide to us through B|O|S Compass or the Website will also be governed by our Privacy Notice available at https://www.bosinvest.com/privacy-notice/. In the event of a conflict between this Website Privacy Policy and the Privacy Notice, the Privacy Notice shall control.
• If you are a representative or advisor of a client or prospective client and you access or use B|O|S Compass on behalf of a client or prospective client, any personal information that you provide to us and any information that we collect about you through B|O|S Compass may be used and disclosed by B|O|S as described in the Compass Terms of Use.

Changes to This Website Privacy Policy

Please note that we reserve the right to make changes to or modify this Website Privacy Policy at any time by posting the new or modified version of the policy to our Website. Any such modification or changes will be effective immediately upon the posting of the updated Website Privacy Policy to our Website. The date this Website Privacy Policy was last updated is listed at the top of this page. You are responsible for periodically visiting the Website and this policy to check for any changes.  Your continued use of our Website after any such changes or modifications to this policy have been posted will be considered your acceptance of, consent to, and agreement with the modified Website Privacy Policy. If you do not agree to any changes, you should stop using our Website.

Information We Collect About You

We collect the following types of information from and about you and all users of our Website:

• Personal information that clearly identifies you, such as your name, address, email address and telephone number. We only collect these types of personal information when you voluntarily provide it to us, for example, when you submit information to us through our “Contact Us” page or when you otherwise contact us directly. As noted above, (except with respect to Authorized Representatives) such information will be governed by our Privacy Notice, and we will use such personal information as described in the Privacy Notice.
• Information about your use of our Website, such as your Internet Protocol address, the type of browser you are using, the browser’s language, pages you visited and other usage statistics and information (collectively, “Usage Information”), which may be automatically collected from you as you access and use our Website. See below for more information about our use and collection of Usage Information.
• Information that does not identify you. For example, we may gather general data and statistics regarding the use of our Website, which does not contain personally identifiable information. We may use this information for our internal planning, our marketing, or other business purposes.

Usage Information, Including Cookies and Other Online Information

As with many websites and as noted above, we may track and collect certain Usage Information about users’ usage of our Website as users navigate and interact with our Website.  We may collect Usage Information in various ways. For example, we may use data collection devices such as “cookies”. Cookies are small text files that are placed on your hard drive, and which we may place on your computer for session information, including information needed to navigate in and around our Website. Once your browser is closed, the session cookie is not saved. You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies, you may lose some or all functionality. For example, we may not be able to recognize you, your devices, or your online preferences.

Use of Usage Information

We may use Usage Information to analyze the usage and effectiveness of our Website; for our own marketing and business purposes; to provide, develop and improve our Website and related services to you, including by enabling us to store information about your preferences, help us customize our Website experience to you, and recognize you when you return to our Website; and for other similar purposes.

Sharing of Usage Information

We may disclose Usage Information to third parties to improve our Website, to provide our Website and related services to you, with your consent, or otherwise as consistent with, or as reasonably necessary to comply with, applicable law or regulations. We will not sell, give, or otherwise communicate any Usage Information gathered through our Website to any third party for their own use or purposes.

Do Not Track Signals

We do not track your activities or collect your information across third-party websites or online services. Thus, we do not receive Do-Not-Track signals, or other similar signals.  In the event we receive any Do-Not-Track signals, we will not comply with them, as they are not part of the functionality of our Website or related services.

Security Measures

We use reasonable technical, administrative and other measures to secure, and to attempt to prevent the misuse of, loss of, or unauthorized access to, the information we collect or receive through our Website.  Although we do our best to protect your information, we cannot guarantee the security of the information submitted or collected through our Website, and the transmission of such information is at your own risk.

Individuals Under the Age of 18

Our Website is not intended for anyone under 18 years of age.  No one under age 18 may provide any personal information to or through our Website.  We do not knowingly collect personal information through our Website directly from anyone under the age of 18. If we learn that we have received personal information through our Website directly from anyone under the age of 18, we will make every reasonable attempt to remove that data, to the extent it is identifying and not otherwise provided by an authorized source (for example by a parent on behalf of their child). If you believe we might have received any information from a person under age 18 through the Website, please contact us at [email protected].

Contact Us / Changes to Your Information

If you have any questions about this Website Privacy Policy, please do not hesitate to contact us at https://www.bosinvest.com/contact-us/.

Please also contact us to request access to, make changes to, correct or delete any personal information that you have provided to us, or if you have questions regarding such information. We reserve the right not to accommodate such a request if we believe doing so would violate any applicable law or legal requirement or is not feasible technically.