In addition to offering you a variety of information, plantemoran.com also provides access to a wealth management tools known as “Plante Moran Financial Advisors secure client portal, Plante Moran Financial Advisors Drive and PMTrust Login” You can find more information on our privacy policies for our Wealth Management practice at wealth.plantemoran.com.
Types of Information Collected (Cookies & similar Technologies).
Traffic Data Collected. We automatically track and collect the following information when you visit our Site, including your: (i) IP address; (ii) domain server; (iii) type of computer; and (iv) type of web browser (collectively "Traffic Data"). Traffic Data is anonymous information that does not personally identify you but is helpful to improve your experience on the Site and to track site usage. We may also use “cookies” to customize content specific to your interests, to ensure that you do not see the same promotional content repeatedly and to store your password (if one is required to be issued) so you do not have to re-enter it each time you visit the Site. The use of “cookies” is common practice for most Web sites; however, on most Web browsers, you have the ability to set the browser to refuse to accept cookies or the ability to delete existing cookies.
User Choice Regarding Collection, Use and Distribution of Personal Information.
In order for you to access certain specialized content offered on the Site, you may voluntarily provide us with information that personally identifies you, such as your name, mailing address, or e-mail address (“Personal Information”). This may include subscribing to publications and alerts, submitting requests through our “RFP or Contact Us” forms, or registering for webinars and events.
Any information you provide through the above process may be collected as Personal Information.
If you no longer wish to receive information and promotional material from us, you may select the appropriate "opt out" option at the bottom of our electronic communications.
If you apply for job openings through our Site, we may use this information to process and evaluate your application for employment and to communicate with you about employment opportunities. We may also retain and use this information to identify and communicate with you about future potential employment opportunities with us. If we elect to make an offer of employment, this information may become part of the employee file and may be used for other employment and work-related purposes.
Uses of Information Collected.We may use Personal Information that you voluntarily provide (such as your name, mailing address, or e-mail address) to send you information or promotional material about Plante Moran or our services, or to contact you when necessary. Also, we may use your demographic data (such as your zip code, age, and income) to customize and tailor your experience on the Site, displaying content that may interest you according to your preferences.
Confidentiality and Security of Personal Information.
The security of your Personal Information is important to us. We follow generally accepted industry standards to protect the Personal Information submitted to us, both during transmission and once we receive it. To prevent unauthorized access or disclosure, maintain data accuracy, and provide for the appropriate use and confidentiality of information, Plante Moran has put in place appropriate physical (e.g., key card office entry, locking doors), technical (e.g., password protection, network firewalls, laptop encryption, authentication mechanisms), and administrative procedures (e.g., confidentiality agreements, training, procedures that limit access to and use of data) to safeguard and secure the information you submit to us.
Privacy Rights for Users in the European Union (“EU”) and United Kingdom (“UK”)
In addition to complying with the EU-U.S. Privacy Shield Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the EU to the United States, Plante Moran has implemented policies and procedures to achieve compliance with the General Data Protection Regulation (“GDPR”) and the UK Data Protection Act 2018 (“DPA 2018”). If you are a user of this Site and you are in the EU, you have certain privacy rights that are applicable under the GDPR, and if you are a user of this Site and you are in the UK, you have certain privacy rights that are applicable under the DPA 2018.
If you would like to exercise these rights (for example, if you would like to access, modify, erase, restrict, or transfer your Personal Information), you can submit a request via our access rights page.
We reserve the right to request that you provide us with evidence of your identity before we take any action with respect to the exercise of your data rights. Further, your rights may be restricted or nullified to the extent they conflict with our compelling business interests, the public interest, or law.
We retain the Personal Information you submit only as long as it is needed to conduct a legitimate purpose, to comply with our legal obligations, or until you ask us to delete your data (unless to the extent your request to delete your data conflicts with our compelling business interests, the public interest, or legal obligations). Data that is no longer needed by us for any of the purposes listed above will be permanently deleted.
Limits to Your Privacy.
We want you to feel confident using our Site; however, no method of transferring data over the Internet or storing electronic data is completely secure. Therefore, while we strive to use reasonable and appropriate means to protect Personal Information, we cannot guarantee absolute security.
The Site contains links to other Web sites. We are not responsible for the privacy practices or the content of such Web sites. Please understand that any information that is disclosed in these areas becomes subject to the privacy policies and practices of those site. We have no control over its use and you should exercise caution when deciding to disclose your Personal Information.
How to Contact Us
Questions, comments or complaints about our Privacy Statement, Privacy Shield certification, GDPR compliance efforts, or data collection can be e-mailed to firstname.lastname@example.org.