Privacy Policy

Effective Date: July 31, 2025

1. What Information Do We Collect and What Do We Do With It?

When you submit your name, company, and email address via our assessment tools or contact forms, we collect this information to deliver your report and enable your advisor to follow up with you. We may also send you occasional updates about your report or relevant advisory services. We will never sell, rent, or share your personal information with third parties for marketing purposes.

2. How Do You Get My Consent?

By submitting your details on our website, you consent to our collection and use of your personal information for the specific purpose of delivering your report and enabling advisor contact.

If we request your information for any other purpose, such as general marketing updates, we will seek your explicit consent or provide you with the option to opt out.

How to Withdraw Consent

You can withdraw your consent at any time by contacting us:

• Email: info@instadvisors.com
• Mail: Institute of Advisors, Suite 213, 117 Old Pittwater Rd, Brookvale NSW 2100, Australia

3. Disclosure

We will only disclose your personal information if required by law or if you violate our Terms of Service.

4. Hosting and Security

Our systems are hosted on Microsoft Azure, a secure cloud platform with industry-standard encryption and access control. We do not collect or store any credit card information. All data is encrypted in transit and stored securely behind firewalls.

5. Third-Party Services

We may use trusted third-party analytics or email providers to help us deliver our services. These providers may store minimal data necessary to perform their functions and are required to meet strict privacy standards. Your data will never be sold or used for third-party marketing.

6. Cookies and Tracking

We use cookies to improve your browsing experience, understand website traffic, and provide personalized content. You can manage or block cookies in your browser settings.

We may also use analytics tools and tracking pixels in emails to measure performance and engagement.

7. Age of Consent

By using this site, you confirm that you are at least the age of majority in your state or province of residence.

8. Changes to This Policy

This privacy policy may be updated from time to time. Changes will take effect as soon as they are posted on this page. If there are significant changes, we will notify users directly where possible.

Questions & Contact Information

If you have any questions or requests regarding your personal data, please contact:

• Email: info@instadvisors.com
• Address: Institute of Advisors, Suite 213, 117 Old Pittwater Rd, Brookvale NSW 2100, Australia