Privacy Policy

Effective Date: January 1, 2026

SourceMedia LLC d/b/a Arizent ("Arizent") provides market information, including news, analysis, and insight to the financial services and related industries such as accounting and technology, through its publications, industry-standard data applications, seminars and conferences. Our privacy policy continues our commitment to serve you and explains how we intend to protect your privacy.

This Privacy Policy covers Arizent's treatment of information we collect when you are on our site and when you use our services. This policy also covers our treatment of any personally identifiable information our business partners share with us. This policy does not apply to the practices of companies Arizent does not own or control, or to individuals Arizent does not employ or manage, including operators of sites to which you may link from any Arizent web site.

Please note your use of our Digital Offering is also governed by the Terms and Conditions of use.

1. INFORMATION COLLECTION AND DISSEMINATION

General Principles

In general, you may visit this Digital Offering or use the companion mobile applications (collectively referred to as the "Digital Offering") without identifying yourself or revealing any personal information.

As you browse our Digital Offering, we collect log files, the IP address of your computer, and other standard tracking data we use to evaluate Digital Offering traffic and usage patterns. Such information is aggregated with tracking data from all Digital Offering visitors. We will use the information to personalize the Digital Offering according to your preferences based on the aggregated information. We also use the aggregated information to evaluate products and services we may offer to you.

Information We Collect

Some portions of this Digital Offering may require you to give us personally identifiable information such as:

• Personal Information: Name, job title, company, physical mailing address, email address, telephone and fax numbers
• Financial Information: Credit card information for purchases, registrations, and paid services
• Communications: Information provided via email, chat groups, social media, bulletin boards, forums, online forms, surveys, or contest entries
• Usage Information: Information about how you use our Digital Offering, pages visited, time spent on pages, links clicked
• Device Information: Device type, operating system, browser type, unique device identifiers
• Location Information: General geographic location based on IP address

We may supplement information you give us with information from other sources, such as information to validate or update your address, credit-card information, or other demographic and professional information. We use this information to help us maintain the accuracy of the information we collect, to tailor our communications so that we can inform you of products and services that may be of interest, to maintain continuity of your subscription, and for internal business analysis or other business purposes.

Purposes for Using Your Information

If you elect to provide us Personal Information, we use it primarily to deliver the service you requested. We also use your information for:

• Fulfilling your requests for publications, events, web seminars, and other services
• Processing payments and preventing fraud
• Sending relevant newsletters and promotional materials (if you have not opted out)
• Improving our Digital Offering and personalizing your experience
• Conducting market research and analytics
• Complying with legal obligations
• Protecting our rights and property
• Other purposes with your consent or as permitted by law

Automated Decision-Making

We may use automated processing, including profiling, to personalize content recommendations and deliver personalized advertising. You have the right to opt out of such processing where it produces legal or similarly significant effects. See the applicable rights sections below for how to exercise this right.

2. INFORMATION SHARING

We take very seriously our responsibility to maintain your privacy with respect to your personally identifiable information. We will share that information only in the manner described in this Privacy Policy.

Sharing with Service Providers and Partners

When you register for or use the Digital Offering or related products and services or are asked for personal information, you are sharing that information with Arizent as well as business partners and vendors providing hosting and other services for Arizent.

Unless you opt-out, we will share your Personal Information with:

• Arizent's affiliates and partners
• Third parties licensed to access your Personal Information by any of the foregoing

Payment Card Processors

Payment card and other financial information is processed by trusted third-party payment service providers that are compliant with the Payment Card Industry Data Security Standard (PCI DSS), and we do not store such information on our systems.

Sponsored Content and Events

Arizent produces a range of sponsored assets and custom marketing solutions for various Sponsors including but not limited to: Events, Web Seminars, White Papers, Special reports, e-books, and other custom assets. All data collected during the registration process may be used by that Sponsor to provide its own complimentary materials relevant to your registration. This data is governed by the individual Sponsor's privacy policy and may be used by the Sponsor for follow-up purposes.

When you register for sponsored content or events, you are consenting to provide your personally identifiable information to that Sponsor. For details on how Sponsors use the information you provide, please contact the Sponsor directly or review their privacy policy.

Aggregated Information

We sometimes provide aggregated usage or tracking information collected from this Digital Offering to third parties. Information about your visits to, and activity on, Arizent web sites may be provided to our advertisers of Sponsored Content to contact you regarding their products and services.

Legal Disclosures

Except as otherwise provided in this Privacy Policy, we will keep your Personal Information private and will not share it with third parties, unless such disclosure is necessary to:

• Comply with a court order or other legal process
• Protect our rights or property
• Enforce our terms of service
• Comply with legal obligations under applicable privacy laws

Sale or Sharing of Personal Information

We may sell or share your Personal Information with third parties for their marketing purposes. You have the right to opt out of such sales or sharing. See the Your Privacy Rights section below.

To opt-out, send us an email to help@arizent.com.

3. YOUR PRIVACY RIGHTS

Depending on your location, you may have certain rights regarding your personal information:

Universal Rights

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate personal information
• Deletion: Request deletion of your personal information
• Opt-Out: Opt out of receiving marketing communications
• Non-Discrimination: Not be discriminated against for exercising your rights

How to Exercise Your Rights

To exercise any of these rights:

• Email: privacy@arizent.com
• Phone: 212-803-8500
• Mail: Arizent, 360 Madison Avenue, 8th Floor, NY, NY 10017, USA, Attention: Privacy

We will verify your identity before processing your request and respond within the timeframes required by applicable law (typically 30-45 days).

4. CALIFORNIA PRIVACY RIGHTS (CCPA/CPRA)

This section applies to California residents and describes their rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA).

California Consumer Rights

California residents have the following rights:

• Right to LIMIT the use and disclosure of sensitive personal information.
• Right to OPT-OUT of the sale of personal information and sharing for cross-context behavioral advertising.
• Right to CORRECT inaccurate personal information.
• Right to KNOW what personal information we have collected and how we use and share it.
• Right to DELETE personal information (subject to certain exceptions).
• Right to PORTABILITY of your personal information.
• Right to NON-DISCRIMINATION for exercising CCPA rights.

Detailed California Consumer Rights: 

Additional information is provided below about your rights and how to exercise them.

Categories of Personal Information We Collect

We collect the following categories of personal information for the following purposes:

Categories of Sources

We collect personal information from:

• Directly from you when you provide it to us
• Automatically when you use our Digital Offering
• From third-party data providers and partners
• From public databases
• From Sponsors of events and content you engage with

Business/Commercial Purposes for Collecting Information

We collect and use personal information for:

• Providing our services and fulfilling your requests
• Marketing and advertising (including targeted advertising)
• Analytics and improving our Digital Offering
• Security and fraud prevention
• Compliance with legal obligations
• Internal research and development

Third Parties with Whom We Share Information

We share personal information with:

• Affiliates and subsidiaries
• Service providers (e.g., hosting, payment processing, analytics)
• Sponsors of events and content
• Advertising partners and networks
• Professional advisors
• Government entities when required by law

Retention of Personal Information

We retain personal information for as long as needed to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. Specific retention periods vary based on the type of information and applicable legal requirements.

Do Not Sell or Share My Personal Information

California residents can opt out of the sale or sharing of personal information by:

• Clicking the "Do Not Sell or Share My Personal Information" link on our website; or
• Emailing privacy@arizent.com

We are currently evaluating and working toward implementing support for Global Privacy Control (GPC) signals where required by applicable law.

Verification Process

To protect your privacy and security, we verify your identity before fulfilling your requests. We may ask you to:

• Provide matching information (e.g., email address, name)
• Respond to security questions
• Provide additional documentation if requesting sensitive information

Authorized Agents

California residents may designate an authorized agent to submit requests on their behalf. The authorized agent must provide:

• Written authorization from the consumer
• Proof of their own identity
• Verification of the consumer's identity

Financial Incentives

We may offer financial incentives for the collection, sale, or retention of your personal information, such as discounts or special offers for newsletter subscriptions. You may opt in to these programs and may withdraw at any time. The value of your personal information is reasonably related to the value of the incentive offered.

Notice at Collection

At or before the point of collection, we provide notice of:

• Categories of personal information collected
• Purposes for which information will be used
• Whether information is sold or shared
• Length of time information will be retained

Automated Decision-Making Technology (ADMT)

If we use automated decision-making technology to make significant decisions concerning you (such as decisions about financial services, housing, education, employment, or healthcare), we will:

• Provide pre-use notice about our use of ADMT
• Inform you of your right to opt out of ADMT
• Honor your request to opt out
• Provide information about how ADMT made decisions affecting you
• Allow you to access information about ADMT processing

California Shine the Light Law

California residents have the right to request, once per year and free of charge, information about the personal information we disclosed to third parties for their direct marketing purposes in the preceding calendar year. To make such a request, email privacy@arizent.com with "California Privacy Rights Request" in the subject line.

Response Timeframes

We will respond to verifiable consumer requests within:

• 45 days of receipt (with possible 45-day extension if needed)
• We will notify you if we need additional time

5. VIRGINIA PRIVACY RIGHTS (VCDPA)

If you are a Virginia resident, you have certain rights under the Virginia Consumer Data Protection Act ("VCDPA"), including the right to access, correct, delete, and obtain a copy of your personal data, and to opt out of targeted advertising, the sale of personal data, and certain forms of profiling that produce legal or similarly significant effects.

Sensitive Data

Virginia law requires your affirmative, opt-in consent before we process certain categories of sensitive data, which include health information and information concerning sex life or sexual orientation, precise geolocation data, and other protected characteristics.

No Browser-Based Opt-Out Signals

Unlike some other state laws, Virginia does not require businesses to recognize browser-based opt-out signals (such as Global Privacy Control).

To exercise your Virginia privacy rights, please contact us at privacy@arizent.com. We may authenticate your request before responding, as permitted by law.

6. OTHER U.S. STATE PRIVACY RIGHTS

In addition to California and Virginia, if you are a resident of Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, or Utah, you have specific privacy rights under your state's comprehensive privacy law.

State-Specific Consumer Rights

The following rights are available to residents of the states listed above (specific rights may vary by state, please see below):

Core Rights:

• Right to Confirm: Confirm whether we process your personal data
• Right to Access: Access personal data we have collected about you
• Right to Correct: Correct inaccuracies in your personal data
• Right to Delete: Delete personal data you provided to us
• Right to Data Portability: Obtain a copy of your personal data in a portable format (where applicable)
• Right to Opt Out: Targeted advertising; Sale of personal data; and Profiling in furtherance of decisions that produce legal or similarly significant effects.

How to Exercise These Rights:

• Email: privacy@arizent.com
• Phone: 212-803-8500
• We will respond within 45 days (or as required by your state's law)

Appeals Process

If we deny your request, you have the right to appeal the decision. To appeal:

• Submit your appeal to privacy@arizent.com within 30 days of receiving our denial
• Include your original request details and reasons for appeal
• We will respond to your appeal within 60 days (or as required by state law)

If your appeal is denied, you may contact your state's Attorney General to submit a complaint.

State-Specific Variations:

If you feel that you are subject to the additional legal requirements or rights not addressed in this privacy policy, please reach out to us at privacy@arizent.com.

7. EU/EEA PRIVACY RIGHTS (GDPR)

If you are located in the European Union (EU) or European Economic Area (EEA), you have specific rights under the General Data Protection Regulation (GDPR).

Legal Basis for Processing

We process your personal data based on one or more of the following legal bases:

• Consent: You have given explicit consent for processing
• Contract: Processing is necessary to fulfill a contract with you
• Legal Obligation: Processing is necessary to comply with legal obligations
• Legitimate Interests: Processing is necessary for our legitimate business interests (unless overridden by your rights and interests)

Your GDPR Rights

EU/EEA residents have the following rights:

• Right of Access: Request access to your personal data and information about how it is processed.
• Right to Rectification: Request correction of inaccurate or incomplete personal data.
• Right to Erasure ("Right to be Forgotten"): Request deletion of your personal data under certain circumstances.
• Right to Restriction of Processing: Request that we limit how we use your personal data.
• Right to Data Portability: Receive your personal data in a structured, commonly used, machine-readable format.
• Right to Object: Object to processing of your personal data based on legitimate interests or for direct marketing.
• Rights Related to Automated Decision-Making: Not be subject to decisions based solely on automated processing that produce legal or similarly significant effects (unless necessary for contract, authorized by law, or based on explicit consent).
• Right to Withdraw Consent: Withdraw consent at any time (without affecting the lawfulness of processing before withdrawal).
• Right to Lodge a Complaint: File a complaint with your local data protection authority.

How to Exercise Your GDPR Rights

To exercise any of these rights:

• Email: privacy@arizent.com.
• Mail: Arizent, 360 Madison Avenue, 8th Floor, NY, New York, NY 10017, USA, Attention: Privacy.

We will respond to your request within one month, with possible extension to two additional months for complex requests.

Data Controller

Arizent is the data controller for personal data collected through our Digital Offering.

EU Representative

For EU-related privacy inquiries, please contact us at privacy@arizent.com.

Supervisory Authority

If you are located in the EU/EEA and believe our processing of your personal information infringes data protection laws, you have the right to lodge a complaint with a supervisory authority in:

• The EU member state of your habitual residence
• Your place of work
• The place of the alleged infringement

8. COOKIES AND TRACKING TECHNOLOGIES

What Are Cookies?

A "cookie" is a bit of data sent by a website through the browser to the computer of the user visiting the site, which enables the site to return the results the browser expects.

How We Use Cookies

Arizent uses:

• Session Cookies: Temporary cookies that ensure visits to our website are smooth and customized for the visitor
• Persistent Cookies: Cookies that remain on your computer after you leave our website to recognize you on return visits

Types of Cookies We Use

• Strictly Necessary Cookies: Essential for website functionality
• Performance/Analytics Cookies: Help us understand how visitors use our website
• Functionality Cookies: Remember your preferences and personalize your experience
• Targeting/Advertising Cookies: Deliver relevant advertisements and track advertising effectiveness

Third-Party Cookies

We use third-party advertising companies to serve ads on our Digital Offering. These companies may use cookies and similar technologies to collect information about your visits to our site and other websites to provide advertisements about goods and services of interest to you.

For more information about online behavioral advertising and to opt out, visit:

• Network Advertising Initiative
• Digital Advertising Alliance
• European Digital Advertising Alliance (EU)

Managing Cookies

You can control cookies through your browser settings:

• Accept or reject all cookies
• Delete cookies
• Block third-party cookies
• Receive notifications when cookies are set

Note: Disabling cookies may prevent you from utilizing all features of our website. For more information about disabling cookies: All About Cookies

Global Privacy Control (GPC)

We honor the Global Privacy Control (GPC) browser signal for users in jurisdictions where required. When we detect a GPC signal from your browser, we will treat it as a valid opt-out request for the sale or sharing of your personal information for targeted advertising.

Pixel Tags and Web Beacons

We may use pixel tags (also known as web beacons, spotlight tags, or web bugs) to:

• Understand site traffic and visitor behavior
• Measure response to promotional campaigns
• Track email open rates and link clicks

You can disable pixel tags by:

• Changing your browser settings to omit images
• Disabling JavaScript
• Using ad-blocking software

HTML Verification and Email Tracking

When you receive emails from us, we may include code that determines:

• Whether you can accept HTML images
• Whether you viewed the email
• Whether you clicked links in the email

This process does not leave information on your computer or collect information from your computer.

9. DATA SECURITY

Security Measures

This Digital Offering takes commercially reasonable precautions to protect your information. We have implemented appropriate physical, electronic, and managerial procedures to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect.

Encryption

When appropriate, we use:

• SSL/TLS Encryption: To encrypt information transmitted between your browser and our servers
• Secure Servers: To protect your personal information
• Password Encryption: To protect your account credentials

Payment Security

When you provide credit card information, we use secure socket layer (SSL) encryption to protect it during transmission.

Limitations

However, no method of transmitting or storing electronic data is ever completely secure. Therefore, we cannot warrant or guarantee that such information will never be accessed, used, or released in a manner inconsistent with this policy.

Account Security Best Practices

We urge you to:

• Keep your online password in a safe place
• Not divulge your password to anyone
• Sign off your account after use
• Close your browser window when finished
• Exercise caution when using public or shared computers

Data Breach Notification

In the event of a data breach that affects your personal information, we will notify you and relevant authorities as required by applicable law, typically within 72 hours of discovering the breach.

10. CHILDREN'S PRIVACY

Age Restrictions

As a business-to-business company, we do not knowingly collect information from children under the age of 13 (or 16 in certain jurisdictions). Our online registration and Digital Offering usage is restricted to adults who are professionally engaged in the businesses we serve.

Message to Children Under 13

Kids under 13: Do not send any information about yourself to us—including information such as your name, address, or email address.

Parental Rights

We do not knowingly collect personally identifiable information from children under 13. In the event that we learn we have collected any personal information from a child under the age of 13 without verification of parental consent, we will delete that information from our database as quickly as possible.

Enhanced Protections for Minors

Where applicable under state law:

• Personal information of consumers under 16 is treated as sensitive personal information requiring enhanced protections
• We do not sell or share personal information of consumers under 16 without affirmative opt-in consent
• We limit use of minors' information to disclosed, permitted purposes

11. INTERNATIONAL DATA TRANSFERS

Cross-Border Transfers

Arizent is located in the United States. If you are not located in the United States, by accessing the Digital Offering and providing personal information through it, you agree and acknowledge and consent to the collection, maintenance, processing, and transfer of such information in and to the United States and other countries and territories.

Safeguards for EU Data

For data transferred from the European Union, we implement appropriate safeguards, including:

• Standard Contractual Clauses approved by the European Commission
• Adequacy decisions where applicable
• Other approved transfer mechanisms under GDPR

Different Privacy Standards

These other jurisdictions may have different privacy laws from your home jurisdiction and provide different levels of protection of personal information. You agree that the terms of this Privacy Policy will apply, and you consent to the transmission and processing of your personal information in any jurisdiction.

12. UPDATES AND CONTACT INFORMATION

Updating Your Information

Registered Users: You have the option of accessing, correcting, updating, and modifying Personal and/or Financial Information, or your visitor profile, at any time through your account settings.

Newsletter Subscriptions: You can opt in or opt out at any time through:

• The subscription management page (accessible via "Log In" link)
• Following instructions at the end of newsletters
• Emailing help@arizent.com
• Allow 3-5 business days for changes to take effect

Print Subscriptions: Email help@arizent.com and allow 2-4 weeks for changes to take effect.

Complete Deletion: To delete your Personal and/or Financial Information, contact privacy@arizent.com.

Notification of Changes

Arizent reserves the right to update or modify this Privacy Policy at any time. If we make material changes, we will notify you by:

• Email (sent to the email address in your account)
• Prominent notice on our website
• Other appropriate means as required by law

Changes will be effective immediately upon posting. We encourage you to periodically review this page for the latest information on our privacy practices.

In the Event of Sale or Bankruptcy

The ownership of Arizent may change in the future. In the event of a sale, merger, public offering, bankruptcy, or other change in control, your information may be shared with the person or business that owns or controls this site. Your choices regarding use of your information will continue to be respected, but opting out of receiving information from third parties will not affect our right to transfer your information to a new owner.

Governing Law and Jurisdiction

If you choose to use the Digital Offering, your visit and any dispute over privacy shall be subject to this Privacy Policy and our Terms and Conditions of Use (incorporated by reference herein, as amended from time to time), including limitations on damages and application of the law of the State of New York.

Language

The governing language of this Privacy Policy is English, which shall prevail over any other language used in any translated document.

Spam Policy

We don't like spam, we don't support it, and we don't engage in it. If you do not want to receive email from us in the future, please contact Customer Service and specify whether you want to be removed from a certain email list or all of our product email lists.

Questions and Contact Information

If you have any questions about this Privacy Policy or our handling of your Personal and/or Financial Information, please contact us:

Email: privacy@arizent.comCustomer Service Email: help@arizent.comPhone: 212-803-8500

Mail:
SourceMedia LLC d/b/a Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
USA
Attention: Privacy/Customer Service

Your Acceptance of These Terms

By using our Digital Offering, products, or services, you signify your acceptance of the terms of this Privacy Policy. If you do not agree to the terms of this Privacy Policy, please do not use the Digital Offering, products, and/or services and exit the Digital Offering immediately.

Last Updated: January 1, 2026