FSI Privacy Policy

The Financial Services Institute ("FSI") is an independent, non-profit organization. FSI wants to demonstrate our commitment to your privacy as a FSI member by disclosing our information practices in connection with the collection and use of personally identifiable information. As an FSI member ("you"), FSI is disclosing to you in this document:

  • What personally identifiable information of yours is collected from you when becoming an FSI member and by accessing FSI's website at financialservices.org;
  • How the information is used;
  • With whom the information may be shared;
  • What choices are available to you regarding collection, use, and distribution of the information;
  • The kind of security procedures that are in place to protect the loss, misuse, or alteration of information under FSI control; and
  • How you can correct any inaccuracies in the information.

FSI does not disclose any nonpublic personal information about our members to third parties except as described in this document or as otherwise required by law. If you feel that FSI is not abiding by its posted privacy policy, you should first contact our membership department at 888 373-1840 between 8:30am and 4:30pm ET, or email membership@financialservices.org.

Information Collection and Use

FSI is the sole owner of the information collected on financialservices.org (the "website") and from membership applications. FSI will not sell, share, or rent this information to others except as described herein. FSI also collects information from our users at several different points on our Web site and through other means, such as meeting registration forms.

Member Information

In order to be a member of FSI, you must complete an application form. During membership application or renewal, FSI requests your business contact information such as name, address, telephone number, and e-mail address.

FSI collects your business contact information for two reasons: 1) it is generally the preferred contact address by members receiving membership information from FSI, both electronic and regular mail; and 2) FSI uses it for membership surveys to serve you better in the future.

FSI may also collect non-business contact information. FSI does so primarily to determine your Congressional District, the identity of your elected officials, or similar information relevant to our advocacy objectives.

Any third parties with whom contact information is shared for business purposes (Web site hosting company, database administration firm, mail houses, etc.) are prohibited from releasing the information to anyone else or from using it for purposes other than those outlined above.

FSI Electronic Mail

As part of its membership benefits and services, FSI may electronically mail news of professional interest to you, including information on FSI’s advocacy efforts, meetings, events, products, and services. If you do not wish to receive any e-mails from us, you may opt out by contacting the Member Services Department at 888 373-1840 between 8:30am and 4:30pm ET or by e-mailing our Membership Department at membership@financialservices.org.

FSI Web Site Surveys, Conference and Product Orders

FSI may request information from you on our order form when you choose to attend a FSI conference, event, or to purchase a product or service from us. Attendees must provide contact information (such as name and shipping address) and financial information (credit card number, expiration date). This information is used to fill your order and for billing purposes. If FSI has trouble processing an order, this contact information is used to get in touch with the you.

FSI may also post surveys on its Web site, forward them to members via e-mail or contact members via telephone. FSI may use a third party to perform these surveys. These surveys collect information from the respondent. Such information is not distributed to third parties but is used for purposes of monitoring and/or improving the FSI Web site, other member services, or to further FSI’s advocacy agenda. Third parties assisting with such surveys may utilize the aggregate data in reports to FSI, in their own publications, or for other purposes. However, individual responses from members will not be released to anyone else or used for purposes other than those outlined herein.


A "cookie" is a piece of data stored on your computer hard drive containing information about you. Some cookies track sites Web sites visited for marketing purposes. FSI's Web site does not employ this kind of cookie. The cookies in our Web site are used:

  • For 'time stamping,' so that FSI can determine how often our Web content is visited for monthly reporting statistics;
  • To ease member usage, so that the FSI member does not have to log in again within six months after their initial visit to the members-only section;
  • To permit future improvements to our site, such as personalizing greetings and other services provided to members; and
  • To access the members-only section of our Web site, the member's browser MUST be set to accept cookies.

Log Files

FSI uses IP addresses to analyze trends, administer our website, track user's movement, and gather broad demographic information for aggregate use. IP addresses are not linked to personally identifiable information.

Information Sharing

FSI never sells member lists to any outside vendors or firms. FSI may share meeting attendee lists (containing mail addresses but not email addresses or phone numbers) with sponsors of those meetings.

FSI may share aggregated demographic information about our membership with legislators, regulators, the media, and the public. Such information contains no personally identifiable contact information about any individual members.

FSI may use an outside shipping company to ship orders, and a credit card processing company to bill users for goods and services. FSI prohibits these companies in its contractual agreements from retaining, sharing, storing or using personally identifiable information for any secondary purposes.

FSI may partner with another party to provide specific services. When the user signs up for these services, FSI will share names, or other contact information that is necessary for the third party to provide these services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services.


FSI's website contains links to other sites. Please be aware that FSI is not responsible for the privacy practices of such other sites. FSI encourages our users to be aware when they leave our site and to read the privacy statements of every Web site that collects personally identifiable information. This privacy statement applies solely to information collected by FSI's website.

Social Media

FSI may utilize social media websites (e.g., Facebook, LinkedIn, or Twitter) to update its members and other interested parties about its advocacy efforts, events, and other news. Your voluntary participation in these social media efforts is subject to the then current Terms of Service of the relevant social media website.

Participants in FSI social media should be aware of the following:

  • FSI social media activities are intended to encourage topical discussion of issues and events relevant to members and supporters of FSI;
  • FSI will regularly monitor content posted to its social media Web sites and reserves the right to delete material deemed untimely, offensive, or inappropriate; and
  • Commercial appeals, efforts to engage in self-promotion, or marketing of non-FSI events will be considered inappropriate material subject to deletion.


This website takes every reasonable precaution to protect our users' information. When users submit sensitive information via the website, your information is protected both online and off-line to the best of FSI's ability.

When our registration/order form asks users to enter sensitive information (such as credit card number and/or social security number), the information is encrypted and protected using one of the leading encryption software solutions - Secure Sockets Layer ("SSL"). While on a secure page, such as our order form, the lock icon on the bottom of Web browsers such as Microsoft Internet Explorer becomes locked, to indicate you are on a secure page.

While FSI uses SSL encryption to protect sensitive information online, FSI also uses reasonable efforts to protect member information off-line. All of our members' information collected by us is restricted in our offices or other work locations.

If you have any questions about the security of our website, you can send an email to membership@financialservices.org.

Correction/Updating Personal Information

FSI members can update their membership records by calling the Membership Department at 888 373-1840 between 8:30am and 4:30pm ET or sending an e-mail to membership@financialservices.org.


Users who no longer wish to receive our electronic communications may opt out of receiving these communications by replying with “unsubscribe” in the subject line in the e-mail or e-mailing us at membership@financialservices.org. Members also have the option to opt-out of receiving mail, fax communications, and PAC contribution solicitations. This can be done by contacting the Member Services Department at 888 373-1840 between 8:30am and 4:30pm ET or by e-mailing our Membership Department at membership@financialservices.org.

Notification of Changes

If FSI decides to change our privacy policy, FSI will post those changes on our Web site so that our members and other users are always aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. If at any point FSI decides to use personally identifiable information in a manner different from that stated at the time it was collected, FSI will notify members. Members will have a choice as to whether or not FSI uses their information in this different manner. FSI will use information in accordance with the privacy policy under which the information was collected.

Last Updated: March 12, 2009