Your privacy is important to us – it is a crucial part of the foundation of trust between your organization and ours. The summary of our privacy policy is this:

We do not share or sell your information to anyone at any time. We use your information only to provide the products and services that you request from us.


In this privacy policy, we describe how we use and protect the personal and organizational information we obtain from you when you:

1.1.  use our products and/or services (hereinafter “Products/Services”);

1.2.  visit or upload information to our websites (hereinafter “Websites”);

1.3.  enter information into our online and/or hardcopy forms and/or surveys (hereinafter “Forms/Surveys”);

1.4.  download our tools, applications, and/or documents (hereinafter “Tools/Applications/Documents”).

Collectively, we term the above our “SERVICES.”

As used in this Privacy Policy, “TRUSTED ADVISOR ASSOCIATES” and “we/our/us” refers to TRUSTED ADVISOR ASSOCIATES, LLC.

Note that we are not responsible for any use of personal or organizational information that you provide to third-party applications or websites accessed of your own accord or in the course of making use of our SERVICES. We recommend that you review the privacy policies of any third-party applications or websites that you use.

If you are located outside the United States of America (hereinafter “U.S.”), please be aware that any data you submit while participating in our SERVICES will be handled and processed in accordance with this Privacy Policy and U.S. law, which may not offer the full protection of the laws of the country from which you access our SERVICES. By providing information to us in any form or context, you accept the terms of this Privacy Policy.



2.1.  “Personal Information” is information that can identify you as a specific individual, which may include, but is not limited to:

2.1.1.     name and job title;

2.1.2.     age range;

2.1.3.     gender;

2.1.4.     email address;

2.1.5.     basic geographic area;

2.1.6.     demographic information such as postcode

2.1.7.     other information relevant to Forms/Surveys.

2.2.  “ORGANIZATIONAL Information” is information that can identify your organization or the methods, processes, or information used in your organization, including, but not limited to:

2.2.1.     name;

2.2.2.     industry;

2.2.3.     number of employees;

2.2.4.     structure;

2.2.5.     contact information including email addresses;

2.2.6.     geographic location;

2.2.7.     other information relevant to Forms/Surveys.

2.3.  “STATISTICAL INFORMATION” is aggregate or anonymized information about the way you use our SERVICES, including, but not limited to:

2.3.1.     log files;

2.3.2.     cookies;

2.3.3.     web beacons;

2.3.4.     your operating system;

2.3.5.     screen settings;

2.3.6.     web browser;

2.3.7.     referring website, if any.

2.3.8.     aggregated and anonymized PERSONAL INFORMATION

2.4.  Our SERVICES may use other, third-party services for analytics purposes. These third-party services collect information anonymously, report website trends to us and analyze the aggregate data collected without identifying individual visitors or organizations.


TRUSTED ADVISOR ASSOCIATES uses the INFORMATION we collect from you as follows:

3.1.  We only use your PERSONAL INFORMATION to manage information about you, for your use with our SERVICES, and to identify you and share your information with you when you return to our WEBSITES. We only use this information internally or with the originating individuals and organizations.

3.2.  We only use your ORGANIZATIONAL INFORMATION to manage information about your organization, and to measure our interactions with different industries and organization types. We only use this information internally or with the originating organization.

3.3.  We use your STATISTICAL INFORMATION to track the performance and security of our SERVICES to ensure quality results and a great user experience. We only use this information internally or in conjunction with service providers tasked with supporting our SERVICES.  We also use aggregated, anonymous STATISTICAL INFORMATION to further research and analysis of the interplay of elements of trust-building

Note that we may employ third party contractors to perform functions on our behalf, which may include assisting us in processing your INFORMATION. These contractors are contractually required to maintain the confidentiality of the information and are restricted from using the information for any purposes other than those authorized by TRUSTED ADVISOR ASSOCIATES.

U.S. law requires TRUSTED ADVISOR ASSOCIATES to provide your INFORMATION to government agencies or others as necessary to comply with the law or in response to legal or administrative processes such as subpoenas. In addition, TRUSTED ADVISOR ASSOCIATES may release your INFORMATION as permitted by law in the unlikely event we deem such release necessary to protect the health and safety of our employees, customers, or others, or to legally protect TRUSTED ADVISOR ASSOCIATES, its employees, customers, or service providers.


Our SERVICES may contain links to other sites or services provided by third parties. TRUSTED ADVISOR ASSOCIATES does not control the privacy policies or practices of these sites or services. You should review the policies of the third party offering the sites or services before providing any information. TRUSTED ADVISOR ASSOCIATES is not responsible for the content or practices of any linked third party websites, and we provide these links solely for the convenience and information of our customers and visitors.


The security of your INFORMATION is important to us, and we follow generally accepted industry standards to protect the INFORMATION you share with us. Where appropriate, we encrypt sensitive information using Secure Socket Layers (SSL). However, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, while we strive to use commercially reasonable means to protect your Personal Information, we cannot guarantee that your Personal Information will never be disclosed in a manner inconsistent with this Privacy Policy (for example, as a result of unauthorized acts by third parties that violate applicable law).


TRUSTED ADVISOR ASSOCIATES reserves the right to modify this PRIVACY POLICY at any time, so you should review it frequently. If we make material changes to this PRIVACY POLICY, we will make such changes available on request or on our WEBSITE.


The effective date of this Privacy Policy is June 1, 2014.


If you have any questions or comments about this PRIVACY POLICY or your INFORMATION, please contact us at or 1-855-TRUST-01.