YOUR INFORMATION
Privacy notice.
Effective September 17, 2026 · The Perimeter
Shared research and inquiry handling
Saved research uses your account on The Perimeter. You choose which drafts to save and which topics to follow. Inquiry details, source information and recorded contact permissions may be sent to the network team’s GoHighLevel CRM so its call team can respond. Saving private research by itself does not submit a sales inquiry. Phone permission and newsletter preferences are recorded separately.
Financial guidance requests
The optional guidance form collects your planning priority, approximate asset range if provided, decision timeframe, existing advisor status, location, contact preference, a selected professional or firm, matching preferences, and the source topic or story that brought you to the form. These details help our team review your request and prepare a relevant follow-up. We record inquiry, phone, and newsletter permissions separately. The form authorizes team follow-up; a specific professional is discussed with you before an introduction or sharing with that professional. It does not authorize texts or automated calls.
What this form collects
When you submit an inquiry, we collect the contact details, role, location if requested, interests, and message you provide. We record your consent choices, submission time, originating page and CTA, and available campaign or referral information. A temporary hashed network identifier may be used to limit abuse; the application does not save your raw IP address in the lead record.
How the information is used
The site operator uses inquiries to review your request, respond, organize follow-up, and understand which resources bring visitors to the site. Optional educational updates are recorded separately from permission to respond to your inquiry. No inquiry authorizes a transaction or investment.
Storage and access
Inquiries are stored in the site’s database and are accessible to authorized administrators and service providers supporting the site. They are not posted publicly. Technical hosting services process requests to operate and protect the website. No system can guarantee absolute security.
Your choices
You may decline optional updates. To request access, correction, deletion, or withdrawal of follow-up permission, use the contact form and select “Privacy or data request.” We may need to verify the request before acting. Retention may depend on operational and applicable recordkeeping requirements.
Company alerts across our sites
Company alert signups from the connected research sites are handled by The Perimeter. We store your email, selected companies, development types, digest frequency, originating site and page, confirmation status, and consent date. A temporary hashed network identifier limits abuse. Requests are private and do not create a sales inquiry. Resend processes confirmation and alert emails when delivery is active. Hosting and database providers support storage and delivery. Confirm your email before receiving company digests. Use your private preferences link to change selections, pause, or unsubscribe. Contact us below to request deletion. Source monitoring covers selected official announcements, not every company development.
Reader launch list
The reader form stores your email, optional first name, selected topics, signup source, submission time, explicit permission version, and a temporary hashed network identifier. The list is private to authorized administrators. Addresses are unverified; no newsletter emails are being sent yet. If an email is submitted again, its original preferences are preserved. Each publication maintains a separate list. Use the privacy request form below to request removal or a verified update to your choices.
Saved research
When you choose to save a tool result, a temporary draft is stored for up to 30 minutes for transfer to your central Perimeter account. Confirming the save stores the research under that account. You can edit, export or remove saved research from your workspace. Followed topics and an optional confirmed email subscription shape your personal digest. Saving research does not itself submit a sales inquiry.
Browser storage
The site uses temporary session storage to retain campaign and referral context as you navigate. News bookmarks, followed publishers, and followed topics are saved in this browser’s local storage; they do not request advisor contact or email updates. You can remove saved stories, followed publishers, and topic selections on the news desk or clear this site’s browser data. Guide checklist selections and conversation brief notes remain only in the current page state. Downloaded briefs are saved by your browser. Hosting or authentication services may use their own necessary cookies. This build does not add advertising pixels.
Please leave out sensitive details
Do not submit Social Security numbers, account numbers, passwords, identity documents, client lists, or confidential deal or employer records. External websites linked here have their own privacy practices.
Make a privacy request ↗Inquiry follow-up and network operations
Authorized staff can review inquiries across the related finance websites in one protected dashboard. The source website, your consent, and follow-up history remain attached to each request. Inquiry confirmation and a single follow-up may be sent when email delivery is active. Newsletter updates require a separate opt-in and email confirmation. You can stop automated emails through your email-preferences link.