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Privacy Policy

(Version 1.0, effective 01 June 2009)

This privacy policy sets out how Financial Planning Standards Board Ireland Ltd. (FPSB Ireland) uses and protects information that you give us when you use this website. FPSB Ireland is committed to ensuring that your privacy is protected. Any information we ask for will only be used in accordance with this privacy policy. FPSB Ireland may change this policy from time to time by updating this page. Make sure that you are familiar with our current privacy policy. If you have questions or concerns, please contact us at:

Financial Planning Standards Board Ireland Limited
183 Kimmage Road West, Dublin 12
P: +353 1 456 3890
E: info@fpsb.ie

Our Commitment To Privacy

Your privacy is important to us. To protect your privacy, we provide this notice explaining our online information practices and the choices you can make about how your information is collected and used. Our privacy policy is accessible from our homepage and at every point where your personal information may be requested.

The Information We Collect

For users of the public portions of FPSB Ireland’s website, we do not collect any identifiable information from you as you visit our website. Our Privacy Policy applies to information collected or submitted by you in certain other sections of FPSB Ireland’s website. We only collect information from you that is relevant to our needs.
The type of personal information that FPSB may collect includes:

  • First Name
  • Last Name
  • Organisation Name
  • Contact Address
  • Phone
  • E-mail address
  • Country/Region
  • Other information relevant to visitor surveys

The Way We Use Information

FPSB Ireland does not share, sell, distribute or transfer your personal information to outside parties unless we have your permission to do so or are required by law. We gather personal information from you to populate our contact management system so that we can better track our one-time or ongoing dealings with you. We use return email addresses to answer emails we receive and to confirm that the personal information we have collected from you is accurate, complete and current. Such addresses are not used for any other purpose and are not shared with outside parties. We use non-identifying and aggregate information to better design our website. We never use or share personal information you provide to us online in ways unrelated to the ones described in this section without your consent.

Our Commitment To Data Security

We are committed to ensuring that your information is secure. To protect against loss, misuse, unauthorised access, disclosure, alteration or destruction, maintain data accuracy, and ensure the correct use of information, FPSB Ireland has put in place appropriate physical, electronic and managerial procedures to safeguard and secure the information we collect online. Before we share any personal information gathered with third-party agents of FPSB Ireland, we require those agents to confirm in writing that they follow this privacy policy.

How We Use Cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps us analyse traffic to our website and identify you as a visitor to certain section of our website so that our website applications can respond to you as an individual. We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of FPSB Ireland’s website.

Links to Other Websites

Our website contains links to other websites that may be of interest to you, including websites of FPSB Ireland’s fellow affiliates or associates of Financial Planning Standards Board Limited and independent third parties. When using these links to exit our site, recognize that FPSB Ireland does not have any control over these other websites. FPSB Ireland is not responsible for the protection and privacy of any personal information you provide when visiting these sites, which are not governed by FPSB Ireland’s privacy policy. You should familiarize yourself with the privacy policies of these other sites prior to providing personal information.

How You Can Access Or Correct Your Information

CFP Professionals certified by FPSB Ireland can access personal information online in the password-protected area of our site. Such CFP professionals can correct factual errors in personal information by sending us a request that shows error. To CFP professionals’ privacy and security, we take reasonable steps to verify your identity before granting you access to our password-protected site or making corrections.

Due to the burden that would be placed on FPSB Ireland by allowing casual contacts access to correct, amend or delete personal information provided to FPSB Ireland during one-time website inquiries, FPSB Ireland does not provide these individuals with access to information stored by FPSB Ireland. If you are not comfortable with this policy, you should not use our website.

How To Contact Us

If you have questions or concerns about our privacy policy, or if you would like to complain to FPSB Ireland, please contact us.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP are trademarks owned outside the United States by Financial Planning Standards Board Ltd.
Financial Planning Standards Board Ireland Limited is the marks licensing authority for the CFP Marks in the Republic of Ireland, through agreement with FPSB.

Copyright © 2009, Financial Planning Standards Board Ireland Limited. All rights reserved. Unauthorised reproduction prohibited. Materials on this website are based wholly
or in part on copyrighted materials owned by Financial Planning Standards Board Ltd. and Certified Financial Planner Board of Standards Inc. and are used with permission.
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