Our Privacy Policy

Summary

Professional Services Marketing, Inc. (PSM), ActiFi, Inc. (ActiFi) and MarketYourFinancialPractice.com have adopted the following Privacy Policy regarding your personal information. We respect your privacy and the privacy of all who take time to visit us online. Any information that you provide on this site will not be sold, leased, traded, or rented to any third party.

MarketYourFinancialPractice.com is a subscription-based program through which you will log on using your personal login and password to complete assessments, planning, implementation and measurement tools which will be stored in your personal, Web-based marketing folders. Only you will be able to access the information contained in your folder, though PSM, ActiFi and MarketYourFinancialPractice.com personnel may access folders at your request to review responses or suggest additional useful diagnostics. In addition, PSM, ActiFi and MarketYourFinancialPractice.com will collect email addresses in order to communicate with members regarding practice-specific Webinars, new site content, and other items deemed of interest to particular members.

You should read this entire privacy policy, as well as our Web site's " Terms & Conditions " statement, to fully understand our position on privacy as well as any and all obligations you have in using our Web site and the information it contains. By using our Web site, you agree to the terms of our Privacy Policy and the Terms and Conditions.

In the following sections of this document you'll find a more detailed description of how we safeguard and how we use the information you provide. Our privacy policy will tell you:

•  What information we collect
•  How we may share information
•  How you can limit sharing of information

If you have any questions about this please feel free to contact us.

Details

Why do we gather personal information?

The information we gather about you and your visit helps us to:

•  Measure the effectiveness of the services and information we provide online
•  Create a more customized user experience online
•  Make improvements in our users' online experience

What types of information do we gather?

Browser: We receive and may store any information you enter on our Web sites or give to our Web sites in any other way. For example, we collect information you provide when you contact us with questions or comments, register with us, or participate in a promotion or survey. This information may include your name, your mailing address, your e-mail address, your phone number, along with any other information you provide to us (such as product preferences and the like).

Our Web servers may automatically collect clickstream information such as the address (or "URL") of the Web site that you came from before visiting our site, which pages you visit on our site, which browser you used to view our site and any search terms you may have entered on our site. We will also monitor the number of visitors to our Web site, and the average time spent on the site, as well as time spent on specific pages on the site.

Voluntary: Occasionally we may need personal information from you (e.g., name, address, customer identification number) for product or service offerings, to conduct surveys, for product registrations, etc. Whenever this type of information is required we will try to inform you about the purpose at the time of the collection. No credit card or any personal financial information is stored on any of our Web servers.

Automatic: We receive and store certain types of information whenever you interact with our Web sites. For example, we use "cookies" (like many other Web sites). Through "cookies" we obtain certain types of information when your Web browser accesses our Web sites. These let us "remember" information about your preferences and passwords and allow you to move within our Web sites without reintroducing yourself. "Cookies" are alphanumeric identifiers that we transfer to your computer's hard drive through your Web browser.

What do we do with this information?

All information gathered is used to provide a richer online experience for users and to assist us in making continued improvements to our online information and services.

PSM, ActiFi and MarketYourFinancialPractice.com: We may share information we collect at our Web sites or offline with other current or future PSM or MarketYourFinancialPractice.com companies. They may use this information to offer you products and services that may be of interest to you.

Service Providers: Our Web sites may share information with companies that provide support services to us (such as a Web host) or that help us market our products and services. These companies may need information about you in order to perform their functions. For example, we may release personal information to third parties to perform services on our behalf, fulfill our customers' orders, send marketing communications, deliver packages, send postal mail and email or process credit card payments.

We do not sell, rent, trade, or lease any personal information we collect.

How do we safeguard this information?

MarketYourFinancialPractice.com members will have online accounts that are password protected for your privacy and security. The entire site uses industry standard security measures (e.g., Secure Socket Layer (SSL) encryption, Public Key Infrastructure (PKI), etc.) to protect data transmissions.

How do I discontinue future email contacts?

If you have provided us with your e-mail address, you may receive e-mails from our Web site, as well as our other Web sites in PSM and/or ActiFi's group of companies. If you no longer want to receive communication and content update e-mails from our Web sites, please send us an email with the word REMOVE in the subject line.

You may still receive e-mail from other members of PSM and/or ActiFi if they received your e-mail address from other sources or as a result of their interactions with you.

How do I discontinue future postal direct mail marketing?

If you provide your name and address, we will add you to our mailing list and we may send you product information and marketing materials as a result of your visiting our Web site. If you prefer not to receive any of these materials, please contact us.

How can I update or change my information?

To update or change your information:

If you are a registered member on our site, click on "Edit Profile." Review your profile and make necessary changes, then click "Continue".

Business Transfers

We may sell or buy business units or subsidiaries. If some or all of the business assets of our Web sites are sold or transferred, we generally would transfer the corresponding information regarding our customers, such as information gathered on the Web sites. We also may retain a copy of that information.

External Links

Our Web site may feature or offer links to other sites operated by third parties. We do not control the privacy policies of these other sites. If you visit one of these sites, we encourage you to review the privacy policy on that site. If you cannot find the privacy policy of any such Web site provider through a link either from the site's homepage or from the pages on which the products or services are offered, you should contact the provider directly for more information. In addition, you may have linked to one of our Web sites through another site. You should also refer to the privacy policies on those sites to see how they collect and use this information.

Whom do I contact if I have questions or concerns?

Please contact us in any of the following ways to report any known or suspected privacy or security breaches or to submit privacy-related questions or complaints:

1) By Postal Mail:

ActiFi, Inc.
ATTN: MarketYourFinancialPractice.com
3030 Harbor Lane, Suite 216
Plymouth, MN  55447

2) By Email: privacyofficer@MarketYourFinancialPractice.com

3) Phone: 763-550-0223

Ownership of Information

Our Web site may provide visitors with opportunities to submit ideas, suggestions, feedback and other opinions. All such information may be used by us without restriction and free of charge.

Revisions to this Policy

We may amend this policy upon occasion. If substantial changes are made in the way personal information is used we will post a prominent notice in our privacy policy or other locations in our Web site.

Your Consent

By using our Web site you consent to our collection and use of your personal information as described in this Privacy Policy. If we change our privacy policies and procedures, we will post those changes on our Web site to keep you aware of what information we collect, how we use it and under what circumstances we may disclose it.

Last updated: August 12, 2008