Privacy Policy

Resource Design, Inc. Privacy Policy
Last Updated: December 31, 2019

At Resource Design, Inc. (“RDI”, “We”, or “Our”), we take privacy seriously. Below you will find details on the information we collect, what we do with it, with whom we share it, and how long we keep it. You will also If you have any questions, please contact us here.

PERSONAL INFORMATION WE COLLECT AND HOW WE USE IT
The categories of Personal Information we collect offline will vary, depending on our specific relationship with you, and the context. We treat Personal Information collected on our website or through electronic communications as follows:

MARKETING AND COOKIES
We rely on our legitimate interest in direct marketing to use your email for marketing purposes. We will inform you in advance of sending you marketing (unless this is obvious by the circumstances - for example, when you provide us with your business card). To the extent applicable laws in certain jurisdictions require consent, your provision of Personal Information to us will constitute your consent to such processing where appropriate. Where required, we will also ask you to provide your explicit written consent.

Cookies
Some content or applications, including advertisements, on the website are served by third-parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies to collect information about you when you use our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content. We do not control these third parties' tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly. If you are concerned about cookies, most web browsers (Safari, Internet Explorer, Chrome, etc.) now recognize when a cookie is offered and allow you to opt-out of receiving it. You can also delete all cookies that are already on your browser. If you choose to do this, you may have to manually adjust some preferences every time you visit our websites and some services and functionalities may not work. For more information about cookies and how to disable and/or delete them, please visit www.allaboutcookies.org

Changing your marketing preferences
You may ask us not to process your Personal Information for marketing purposes and can exercise the right at any time by sending us an email at hello@resourcedesign.com or by clicking on 'unsubscribe' in a RDI marketing email.

OTHER SHARING OF YOUR PERSONAL INFORMATION
We will share your Personal Information, where appropriate, with our relevant partners and staff who may be based in any of our offices. Likewise, we may direct you to a third-party portal provided by our advisor vendor, Orion Advisor Services. We will also at times need to share some of your Personal Information with select third parties, such as: Orion Advisor Services (including the client portal described above), Salesforce, Envestnet MoneyGuidePro, Riskalyze, DocuSign, LaserApp, Hidden Levers, and Box.com. From time to time, when necessary or appropriate, other third-party vendors may have limited access to your Personal Information. These include Chase Bank, Morningstar, and Squarespace.

Persons related to you
Your agents, consultants, other advisers, counterparties, beneficiaries, trustees, banks and related persons, where you ask us to, or as otherwise necessary for permitted purposes.

Persons related to us
Our agents, consultants and other professionals, vendors, and external agencies/administrators who assist us with legal, administrative, financial, operational and other services, and may have access to certain of your Personal Information as part of their role. These will include, for example:

1. IT software, applications and services, including web content management, and telecommunication services suppliers; website, online portal and client extranet providers;

2. business continuity/disaster recovery and data back-up providers;

3. our file storage and management suppliers;

4. third party due diligence and identity/background verification suppliers;

5. our banks and other financial providers (such as currency exchange, e-billing and outsourced payroll suppliers);

6. our insurers, insurance brokers, and lawyers;

7. our auditors and other professionals engaged for audit purposes;

8. local lawyers, tax advisors, or experts; and

9. other professional advisors.

Courts/tribunals; and law enforcement, regulatory and public authorities
Where disclosure is required by applicable rules and law, or by any court, tribunal, law enforcement, regulatory, public or quasi-governmental authority or department around the world.
We do not disclose (or sell) your Personal Information to any other third parties.

SECURITY AND CONFIDENTIALITY OF YOUR PERSONAL INFORMATION
We operate a range of technical, non-technical and procedural controls to safeguard your Personal Information (including protection against unauthorized or unlawful processing and against accidental loss, destruction or damage). In particular:

1. We use: (a) firewalls and encryption; and (b) physical and technical controls on, and monitoring of, access to our premises and systems.

2. We only engage reputable vendors and undertake appropriate information security and regulatory compliance due diligence on them.

3. All our partners and staff who handle Personal Information are subject to confidentiality obligations, have to comply with our internal compliance policies, and receive appropriate data protection and information security training.

We periodically review and update the adequacy of our methods above as the sensitivity and geographical scope of our services expand.

The transmission of information via the internet is inherently not completely secure. Although we do our best to protect your Personal Information, we cannot guarantee the security of your Information transmitted to our website – and any such transmission is at your own risk. Our website may also, from time to time, contain links to third party websites - which are outside of our control and are not covered by this Notice. If you access other websites using the links provided, please check their privacy policy before submitting any Personal Information to them.

Data Breaches
If a data breach (leading to the destruction, loss, alteration, unauthorized disclosure of, or access to, your Personal Information) occurs which is likely to result in a high risk of adversely affecting your rights and freedoms, we will inform you of this without undue delay. Where legally permitted, any such notifications will be made either via email, post, or telephone. 

Updates
If we materially change this Privacy Notice, we will change the “last updated” date above.