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The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients.
Privacy Policy, Use of Data & Legal Notices
Privacy Policy
Boston Chapter FSP attempts to protect the privacy of those who access the Boston Chapter FSP website. Boston Chapter FSP may collect contact and identification information from those visitors to the Boston Chapter FSP website who voluntarily provide such information, such as their name, company affiliation, title, telephone number, mailing address, e-mail or URL address, designations, year of first license, practice areas, membership type and/or membership history. Boston Chapter FSP may use this information to process membership applications and renewals, to provide member services, and to contact visitors if Boston Chapter FSP determines that such contact is appropriate in serving Boston Chapter FSP members. Boston Chapter FSP shares contact information from its federation membership list with a few select companies to promote member benefit programs and help raise non-dues revenue. Please notify the Boston Chapter FSP Member Services Department at 1-844-FSP-6600 if you do not want Boston Chapter FSP to make your contact information available to third parties for purposes other than association business.Boston Chapter FSP also collects information from visitors to the Boston Chapter FSP website who register for the Boston Chapter FSP events and who voluntarily provide contact and credit card information for registration or purchase purposes. Except as needed for registration, membership application and renewal, or purchase purposes, or unless required by law, Boston Chapter FSP does not disclose credit card information to third parties. However, Boston Chapter FSP does provide limited contact information about meeting attendees to companies that register as sponsors for Boston Chapter FSP events. Each event is taken on a case by case basis and at the approval of the Board. Please notify Boston Chapter FSP Member Services at 1-844-FSP-6600 if you do not want Boston Chapter FSP to share your contact information for this purpose.
Boston Chapter FSP may also collect information from visitors to the Boston Chapter FSP website who participate in voluntary online surveys. To better serve its members, Boston Chapter FSP uses survey information to help gauge opinions and interests of insurance and financial advisors and to gather information about the insurance and financial services industry. Unless required by law, or as otherwise noted in a survey request, Boston Chapter FSP does not disclose to third parties the identities of those who respond to surveys, but may disclose to the public the survey responses themselves, both individually and in the aggregate.
This Privacy Statement does not apply to any Internet sites that may be linked to the Boston Chapter FSP website. Boston Chapter FSP is not responsible for and has no control over the privacy policies, if any, of such external sites.
Notwithstanding Boston Chapter FSP's efforts to protect the privacy of visitors to the Boston Chapter FSP website, transmission of sensitive or confidential information to the Boston Chapter FSP website should be guided by an understanding that electronic communications are not secure against interception.
Legal Notices and Disclaimers
The content of this website is subject to copyrights and service marks owned or controlled by the Boston Chapter of the Society of Financial Service Professionals and/or other entities or persons. No material from this website may be reproduced, downloaded, transmitted, distributed, published, modified or in any way exploited or made part of derivative works, in any form or by any means, without prior express written permission from the owner of the material. Personal, non-commercial, use of material from this website may be made to the limited extent that a single machine-readable copy and/or a single paper copy is made of occasional material of personal interest. In addition, visitors to this website may use the "E-mail to a Friend" function, where applicable, to pass on occasional material of interest to another person. All other rights are reserved.The Boston Chapter FSP names, service marks, and logos that appear on this website may not be used in any advertising or publicity, or otherwise used to suggest Boston Chapter FSP's endorsement, sponsorship of, or affiliation with, any product, service, person or entity, without Boston Chapter FSP's prior express written permission. Other brand names, product names, trademarks and service marks appearing on this website are the property of their respective owners. This website contains links to other Internet sites. Boston Chapter FSP has no control over, is not responsible for and does not endorse or recommend such other sites, or the information, products, materials or services available at such other sites, unless such endorsement or recommendation is explicitly stated on Boston Chapter FSP's website. In such cases, the endorsement or recommendation is strictly limited to the specific information, products, materials or services referred to and none other. Boston Chapter FSP may allow third parties to advertise on the Boston Chapter FSP website and to provide a link from the Boston Chapter FSP website to the third party's website, whereby visitors to the Boston Chapter FSP website may be transferred to the third party's website. As stated above, Boston Chapter FSP does not endorse or recommend any such third party or its products or services unless such endorsement or recommendation is explicitly stated on Boston Chapter FSP's website. Boston Chapter FSP disclaims all liability for any claims or damages that may result from the use of external websites linked to this site.
This website may contain inaccuracies or typographical errors. Boston Chapter FSP does not guarantee the accuracy, completeness or timeliness of this website. Changes are periodically made to this website and may be made at any time.
THIS WEBSITE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. Boston Chapter FSP DISCLAIMS ALL LIABILITY FOR ANY CLAIMS OR DAMAGES THAT MAY RESULT FROM THE USE OR OPERATION OF THIS WEBSITE. Boston Chapter FSP DOES NOT WARRANT THAT THIS WEBSITE WILL OPERATE WITHOUT ERROR OR THAT THIS WEBSITE AND ITS SERVER ARE FREE OF COMPUTER VIRUSES. Boston Chapter FSP IS NOT RESPONSIBLE FOR ANY DAMAGES OR COSTS IF USE OF THIS WEBSITE RESULTS IN THE NEED FOR SERVICING OR REPLACING EQUIPMENT OR DATA OR IF ANY OTHER CONSEQUENTIAL DAMAGES OR COSTS OCCUR AS A RESULT OF SUCH USAGE.
Boston Chapter FSP provides the information and services on this website as a benefit and service in furtherance of its nonprofit and tax exempt status. Boston Chapter FSP makes no representation as to the suitability of these website materials for any purpose. The information and services on this website do not constitute insurance, financial, investment, estate planning, tax, legal, compliance, accounting, or other professional services or advice. Boston Chapter FSP reminds its website visitors to ensure that the manner in which they sell insurance and other financial products, and the advertising and sales materials they use, comply with state, federal and FINRA/SEC requirements, and the compliance rules of the insurance and other financial companies they represent. The generic nature of information on this website may conflict with specific, and frequently changing, state and federal laws and regulations and the rules of insurance and other financial services companies. If in doubt about compliance issues, check with your company.