Privacy Policy

Privacy Statement

Oct 19, 2019.

Table of Contents

  • Introduction
  • Data Protection Officer
  • How we collect and use (process) your personal information
  • Use of Thomas Financial’s website
  • Cookies and tracking technologies
  • Use of Thomas Financial services
  • When and how we share information with third parties
  • Transferring personal data to the U.S.
  • Data Subjects rights
  • Security of your information
  • Data storage and retention
  • Questions, concerns, or complaints

How we collect and use (process) your personal information

Thomas Financial collects personal information about its website visitors and customers. With a few exceptions, this information is generally limited to:

  • name
  • job title
  • employer name
  • work address
  • work email
  • work phone number

We use this information to provide prospects and customers with services.

We do not sell personal information to anyone and only share it with third parties who are facilitating the delivery of our services.
From time to time, Thomas Financial receives personal information about individuals from third parties. Typically, information collected from third parties will include further details on your employer or industry. We may also collect your personal data from a third party website (e.g. LinkedIn).

Use of Thomas Financial Website

As is true of most other websites, Thomas Financial’s website collects certain information automatically and stores it in log files. The information may include internet protocol (IP) addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the use of Thomas Financial’s website, including a history of the pages you view. We use this information to help us design our site to better suit our users’ needs. We may also use your IP address to help diagnose problems with our server and to administer our website, analyze trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences.
Thomas Financial has a legitimate interest in understanding how members, customers and potential customers use its website. This assists Thomas Financial with providing more relevant products and services, with communicating value to our sponsors and corporate members, and with providing appropriate staffing to meet member and customer needs.
Cookies and tracking technologies
 Thomas Financial makes available a comprehensive Cookie Notice that describes the cookies and tracking technologies used on Thomas Financial’s website and provides information on how users can accept or reject them. To view the notice, just click HERE.

Sharing information with third parties

The personal information Thomas Financial collects from you is stored in one or more databases hosted by third parties located in the United States. These third parties do not use or have access to your personal information for any purpose other than cloud storage and retrieval. On occasion, Thomas Financial engages third parties to send information to you, including information about our products, services, and events.

We do not otherwise reveal your personal data to non-Thomas Financial persons or businesses for their independent use unless: (1) you request or authorize it; (2) it’s in connection with Thomas Financial-hosted and Thomas Financial co-sponsored conferences as described above; (3) the information is provided to comply with the law (for example, compelled by law enforcement to comply with a search warrant, subpoena, or court order), enforce an agreement we have with you, or to protect our rights, property or safety, or the rights, property or safety of our employees or others; (4) the information is provided to our agents, vendors or service providers who perform functions on our behalf; (5) to address emergencies or acts of God; or (6) to address disputes, claims, or to persons demonstrating legal authority to act on your behalf. We may also gather aggregated data about our services and website visitors and disclose the results of such aggregated (but not personally identifiable) information to our partners, service providers, advertisers, and/or other third parties for marketing or promotional purposes.

Thomas Financial website connects with third party services such as Facebook, LinkedIn, Twitter and others. If you choose to share information from Thomas Financial website through these services, you should review the privacy policy of that service. If you are a member of a third party service, the aforementioned connections may allow that service to connect your visit to our site to your personal data.

Transferring personal data to the U.S.

Thomas Financial has its headquarters in the United States. Information we collect about you will be processed in the United States. By using Thomas Financial’s services, you acknowledge that your personal information will be processed in the United States. The United States has not sought nor received a finding of “adequacy” from the European Union under Article 45 of the GDPR. Pursuant to Article 46 of the GDPR, Thomas Financial is providing for appropriate safeguards by entering binding, standard data protection clauses, enforceable by data subjects in the EEA and the UK. These clauses have been enhanced based on the guidance of the European Data Protection Board and will be updated when the new draft model clauses are approved.
Depending on the circumstance, Thomas Financial also collects and transfers to the U.S. personal data with consent; to perform a contract with you; or to fulfill a compelling legitimate interest of Thomas Financial in a manner that does not outweigh your rights and freedoms. Thomas Financial endeavors to apply suitable safeguards to protect the privacy and security of your personal data and to use it only consistent with your relationship with Thomas Financial and the practices described in this Privacy Statement. Thomas Financial also enters into data processing agreements and model clauses with its vendors whenever feasible and appropriate. Since it was founded, Thomas Financial has received zero government requests for information.
For more information or if you have any questions, please contact us at (316) 358-9280.

Data Subject rights

The European Union’s General Data Protection Regulation (GDPR) and other countries’ privacy laws provide certain rights for data subjects. Data Subject rights under GDPR include the following:

  • Right to be informed
  • Right of access
  • Right to rectification
  • Right to erasure
  • Right to restrict processing
  • Right of data portability
  • Right of object
  • Rights related to automated decision making including profiling

This Privacy Notice is intended to provide you with information about what personal data Thomas Financial collects about you and how it is used.

If you wish to confirm that Thomas Financial is processing your personal data, or to have access to the personal data Thomas Financial may have about you, please contact us.

You may also request information about: the purpose of the processing; the categories of personal data concerned; who else outside Thomas Financial might have received the data from Thomas Financial; what the source of the information was (if you didn’t provide it directly to Thomas Financial); and how long it will be stored. You have a right to correct (rectify) the record of your personal data maintained by Thomas Financial if it is inaccurate. You may request that Thomas Financial erase that data or cease processing it, subject to certain exceptions. You may also request that Thomas Financial cease using your data for direct marketing purposes. In many countries, you have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how Thomas Financial processes your personal data. When technically feasible, Thomas Financial will—at your request—provide your personal data to you.

Reasonable access to your personal data will be provided at no cost. If access cannot be provided within a reasonable time frame, Thomas Financial will provide you with a date when the information will be provided. If for some reason access is denied, Thomas Financial will provide an explanation as to why access has been denied.

For questions or complaints concerning the processing of your personal data, you can call us at (316) 358-9280. Alternatively, if you are located in the

Data Subject rights

Your personal data is stored by Thomas Financial on its servers, and on the servers of the cloud-based database management services Thomas Financial engages, located in the United States. Thomas Financial retains service data for the duration of the customer’s business relationship with Thomas Financial and for a period of time thereafter, to analyze the data for Thomas Financial’s own operations, and for historical and archiving purposes associated with Thomas Financial’s services. Thomas Financial retains prospect data until such time as it no longer has business value and is purged from Thomas Financial systems. All personal data that Thomas Financial controls may be deleted upon verified request from Data Subjects or their authorized agents. For more information on where and how long your personal data is stored, and for more information on your rights of erasure and portability, please contact us at: (316) 358-9280.

Children's data

We do not knowingly attempt to solicit or receive information from children.

Questions, concerns or complaints

If you have questions, concerns, complaints, or would like to exercise your rights, please contact us at: (316) 358-9280.