Effective and last updated: June 2018

This website is owned and operated by AdvisorStream Ltd.. We are committed to protecting the privacy of our visitors while they interact with the content, products and services on this Site (the “Site”). This Privacy Policy applies to the Site only. It does not apply to other websites to which we may link.

Because we gather certain types of information about our users, we want you to understand what information we collect about you, how we collect it, how that information is used and how we protect it.

What We Collect


Our Site uses "cookies" and other tracking technologies. Cookies recognize your computer to enable us to serve secure pages to our users without asking them to sign in repeatedly. If a user's system is idle for a defined time, the cookie will expire, forcing the user to sign in again to continue their session. This prevents unauthorised access to the user's information while they are away from their computer.

Most browsers allow you to control cookies, including whether or not to accept them, and how to remove them. You may choose to block or erase cookies. If you do so, you will need to re‐enter your original user ID and password to gain access to certain parts of the Site.

In the course of serving subscription content to you on our Site, our third‐party publisher partners may place or recognise a unique "cookie" on your browser.


When you choose to complete the registration process, we may collect the following personal data:

  • your name;
  • your contact information;
  • your photo;
  • your credit card information;
  • your demographic information; and
  • information related to your business.

Other Optional Features

When you sign-up for our newsletter, consent to receiving communications, or request a demo, we ask you to provide us

  • your name;
  • your contact information; and
  • information related to your business.

If you communicate with us using our online chat function or our support ticket system, we may also collect your comments and any information contained in an attachment that you provide.

Occasionally, we may ask you to provide us, on a voluntary basis, with your preferences and demographic information. The purpose is to give you the option to receive communications from us tailored to your interests.  


When a registered user sends a newsletter to an end client or prospect, the end client or prospect can use the “share feature” to forward the newsletter to their network. If a newsletter recipient chooses to opt-in to receiving communications from the registered user, their email address will be added to the registered user’s distribution list. In this case, the email is added into the platform and the registered user receives a notification that they have a new lead.

End Client, Prospect, and Recipient Information

We also collect and store end client and prospect email addresses that are provided by registered users.

AdvisorStream Ltd. does not sell end client, prospect and recipient email addresses and does not use them to send any other communication. End clients, prospects and recipients may contact AdvisorStream Ltd. only to request the deletion of their personal data in our database and communication lists.

Registered users are solely responsible for ensuring that their personal data collection practices are compliant with the privacy laws applicable to them, according to where they process the data and where their recipients are. Worldwide, this includes, at a minimum, that registered users only process personal data with prior consent. AdvisorStream Ltd. will delete any personal data that a registered user has collected in contravention of applicable privacy laws.

How Your Personal Data Is Used

AdvisorStream Ltd. only uses your personal data for the original purposes for which it was given. Specifically, we use your personal data to:

  • provide our services;
  • process your payment information;
  • provide demos;
  • provide registered users with a branded landing page;
  • provide customer service;
  • provide registered users with content that is relevant to their business;
  • communicate with registered users in relation to our services and/or the information collected;
  • maintain and operate our Site; and
  • improve our services.

We use non‐identifying and aggregate information to better design our website as well as for business and administrative purposes.

Email Communications

With your consent, we may send you email notifications. If you no longer wish to receive updates or notifications, you may unsubscribe through the dedicated link on each email. 

Data Sharing

AdvisorStream Ltd. only shares data with its partners and only to provide its services. Specifically, we may use third parties partners to host the Site; operate various features available on the Site; send emails; analyse data; provide search results and links; and assist in fulfilling your orders. Data transfers are subject to contractual agreements that ensure that your personal data is adequately protected.

We may permit certain trusted third parties to track usage, analyse data such as the source address that a page request is coming from, your IP address or domain name, the date and time of the page request, the referring website (if any) and other parameters in the URL.

In exceptional cases, we may be required by law to share your personal data, and even then we would do so only upon demonstrated lawful authority.

As permitted by law, we may disclose contact information in special cases where we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be violating our Terms and Conditions of use or may be causing injury or interference with our rights, property, our customers or anyone who could be harmed by such activities.

You will receive notice when your personally identifiable information might be provided to any third party for any reason other than mentioned in this Privacy Policy, and you will have an opportunity to request that we not share such information.

We may use or share with third parties, for any purpose, aggregated data that contains no personally identifiable information.

How We Protect Your Information

To protect the information we receive from you, we apply dedicated security measures against unauthorised access to or unauthorised alteration, disclosure or destruction of data. These include physical safeguards, electronic tools and managerial procedures to secure the information stored on our system. While no computer system is completely secure, we have implemented the measures necessary to reduce the likelihood of security problems to a level appropriate to the type of data involved.

Location of personal information   

AdvisorStream Ltd. stores personal information in Canada.

Data Retention

AdvisorStream Ltd. retains personal information for only as long as necessary to provide you the services we offer. When it is no longer necessary, we automatically delete it.    

Managing Your Personal Data

You may access, have modified or deleted your personal information by contacting us at: privacyofficer@advisorstream.com.

We will respond within 30 days and if we cannot accept your request, for example, if we do not have personal information about you because it was deleted when you unsubscribed to our services, we will provide you reasons.   

While AdvisorStream Ltd. will seek to address any request and resolve any complaint regarding this Privacy Policy, other complaint mechanisms exist with the privacy authority of the country of residence of an individual. 

Changes and Updates

From time to time, AdvisorStream Ltd. may update this Privacy Policy. We will let you know when there are any material changes   


If you have any questions or concerns regarding this Privacy Policy please contact us at: privacyofficer@advisorstream.com