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This Service Privacy Policy was last updated October 11, 2012

This Service Privacy Policy sets forth the policy of Financial Diligence Networks LLC (“Financial Diligence Networks”, “we”, “us” and/or “our”) with respect to data that is collected from Business Entities and Authorized Users of the Service. All capitalized terms not defined herein shall have the meaning attributed to them in the Service Terms of Use. If you are based outside the United States, you should be aware that your data will be transmitted to the United States and processed in accordance with US law.  US law may impose different requirements and provide for different protections from the law of the jurisdiction in which you are based.

What Data Do We Collect?

In operating the Service, Financial Diligence Networks collects certain personally identifiable information (“Personal Information”) and other non-individually identifiable data from Business Entities and Authorized Users, as further described below.

Information Collected From Business Entities: When Business Entities register for the Service, they will be asked to provide information about their business and to provide Personal Information about certain individuals and the Authorized Users who will be permitted to use the Service as representatives of the Business Entity. Business Entities that are evaluators will be asked to provide information about their firm and details about how they work with other firms and may publish RFP mandates on the Service. Business Entities that are asset managers will provide information about their firm and investment products.

When registering an Authorized User, Business Entities will be asked to provide certain Personal Information about each such Authorized User. Business Entities will also be required to provide contact information, and other details regarding the Business Entity’s organization. Business Entities may also use the Service to create and maintain profiles on individuals, including, without limitation, Authorized Users. Information to be included in a profile may include contact information, employer details, career history, education, biography and similar information.

Business Entities will be permitted to compile and maintain (i) private notes (including, without limitation, notes above other firms or individuals, meetings, research and so forth); and (ii) files (including, without limitation, documents and media files) on the Service and will be permitted to share such notes and files within their Business Entity and with other clients who participate in the Service.

Information Collected from Authorized Users: Each Authorized User will have a profile on the Service. Authorized Users will be invited to input certain information, such as their name, title, business address, email address and phone number. For those users who are representatives of Business Entities, the Authorized User’s profile will contain certain of the registration information provided by the Business Entity upon the registration of the Authorized User. Upon sign-in to the Service, each Authorized User will be permitted to update, correct and/or add additional information to his or her profile. Authorized Users who register themselves for the Service independently will be required to submit their own registration information. Information provided to be included within the Authorized User’s profile will be displayed on the Service. Authorized Users are advised to take this into consideration when determining what information to include in their profile. As outlined in the Service Terms of Use, if an Authorized User ceases to be affiliated with a Business Entity using the Service, the Authorized User may be permitted to retain his or her profile on the Service but any special features and/or access rights permitted by the affiliated Business Entity or other Business Entities using the Service may be discontinued and the Authorized User will be required to update his or her profile to reflect the change in status.

Other data

Usage Data: Financial Diligence Networks collects certain data about all users’ use of the Service, such as the information about the pages of the web site visited, the length of time each page was visited and similar data. Financial Diligence Networks may use such information and pool it with other information to analyze the use of the Service. Financial Diligence Network may also collect and maintain users’ IP addresses. In addition, when an Authorized User downloads a file from the Service, Financial Diligence Networks may track data regarding the use of the file, including, without limitation, the time it was accessed, the parties to whom it was distributed, the amount of time it was viewed and so forth.

Cookies: In operating the Service, we may use a technology called "cookies." Our cookies help provide additional functionality to the Service and help us analyze Service usage more accurately. For instance, our Service may set a cookie on a user’s browser that allows you to access the Service without needing to remember and then enter a password more than once during a visit to the Service. On most web browsers, you will find a “help” section on the toolbar. Please refer to this section for information on how to receive notification when you are receiving a new cookie and how to turn cookies off. We recommend that you leave cookies turned on because they allow you to take advantage of some of the features of our Service.

How Do We Use The Data That We Collect?

Financial Diligence Networks uses the Personal Information and other data that is provided to it through the Service in order to make the Service available to participating Business Entities and Authorized Users. We may also use information collected through the Service to respond to requests for information about our Service and to address other inquiries. Financial Diligence Networks may also use data collected through the Service to analyze and improve the Service. In addition, Financial Diligence Networks may use the contact information of Authorized Users and Business Entities to contact such Authorized Users and Business Entities about the Service and other products and services offered by Financial Diligence Networks. Authorized Users and Business Entities will be permitted to opt-out of receiving marketing related electronic communications from Financial Diligence Networks by following the opt-out instructions in each such email sent by Financial Diligence Networks, by contacting us as indicated below in the Contact Us section and/or by adjusting their communication preferences within their account settings. All users, including those who opt-out of the receipt of marketing correspondence, will continue to receive electronic communications related to the Service and their use thereof (such as correspondence related to customer service, announcements of changes to the Service and so forth).

Do We Share the Data that We Receive?

Financial Diligence Networks only shares Personal Information and other data that is provided to it through the Service in the following limited circumstances:

Profile Information: When a Business Entity and/or Authorized User elects to make information, including any Personal Information, available in a profile, such information will be accessible through the Service. Once displayed through the Service, such information may be accessed and used by third parties. By electing to display information in a profile, you acknowledge and agree that such information may be accessed and used by various third parties that are outside of the control of Financial Diligence Networks.

Services Providers, Consultants and Other Third Parties: Financial Diligence Networks, like many businesses, sometimes hires other companies to perform certain business-related functions. When we employ another company to perform a function of this nature, we only provide them with the data that they need to perform their specific function.

Business Transfers: In the event of a corporate sale, merger, reorganization, dissolution or similar event, Personal Information and other data may be part of the transferred assets.

Aggregated Data: We may disclose data collected through the Service in aggregate form in order to describe the Service to current and prospective business partners and to other non-affiliated third parties for other lawful purposes. We may also aggregate data collected through the services to create various indices and other products.

Compliance Officers, Regulators and Legal Process: We provide access to the Service (including private notes and files) to the compliance department of Business Entities that use the Service, allowing them to monitor use by their Authorized Users. We may from time to time be requested directly, or by the compliance departments, to provide access or information to government regulatory authorities and self-regulatory agencies, or otherwise pursuant to legal process, law or regulation.


Financial Diligence Networks takes reasonable commercial measures to protect the Personal Information and other data that is collected through the Service from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. However, no Internet or e-mail transmission is ever fully secure or error free. In particular, e-mail sent to or from this Service may not be secure, and you should therefore take special care in deciding what information you send to us via e-mail.

Other Terms and Conditions

Your access to and use of this Service is also subject to the Service Terms of Use agreement, which is hereby incorporated by reference.

Changes to This Service Privacy Policy

The Service, like our business, is dynamic and ever-evolving. As a result, Financial Diligence Networks reserves the right to update or modify this Service Privacy Policy at any time without prior notice. Please review this Service Privacy Policy periodically, and especially before you submit any Personal Information to us through the Service. This Service Privacy Policy was last updated on the date indicated above. Your continued use of the Service after any changes or revisions to this Service Privacy Policy shall indicate your agreement with the terms of such revised Service Privacy Policy and, unless otherwise noted, the revised Service Privacy Policy will apply to all data held by Financial Diligence Networks at the time the changes are made.

Access, Correction, and Control of Data

Data Access and Correction: All Authorized Users will have a profile on the Service. Upon logging-in to the Service, each Authorized User will be permitted to modify the information included in his or her profile. Authorized Users who are designated operators for the Business Entities they represent can create and edit the profiles for their Business Entities and for the Authorized Users employed by such Business Entities.

Control of Data Access: Using the tools available through the Service, Business Entities that are asset managers will be permitted to control which Authorized Users can access their information and to determine which of their information is accessed by which Authorized Users. Asset managers will also be permitted to see which Authorized Users have viewed their information, what information was viewed and when such information was accessed.

How to Contact Us

Please also feel free to contact us if you have any questions about this Service Privacy Policy or the information practices of this Website. You may contact us as at: