PRIVACY POLICY

PPI respects your right to privacy. PPI will not sell, trade or give away any of the personally identifiable information we collect - your name, organization, mailing address, e-mail address, phone numbers, preferences, membership information or other personally identifiable information - to any third party without your consent or a court order.

Though we make every effort to preserve your privacy we may need to disclose personal information when required by law wherein it is necessary to comply with a current judicial proceeding, a court order or legal process served on our app.

PPI App Terms of Use

Use of the PPI app, especially its interactive features, requires adherence to the same guidelines for participating in PPI programs in person. Users are expected to observe the Chatham House Rule, which means that all remarks made within the app are off the record. All users are expected to observe PPI's strict no marketing policy. Please see below for a more complete description.

What is Chatham House Rule?

PPI works hard to create an environment that is conducive to learning, whether in-person or virtually. For many members, our learning environment is a key reason for choosing to participate in PPI over another organization. It is critically important for PPI to maintain the practices that encourage openness and a deeper sharing of information and experiences: Participation in our programs, including the app, is by invitation only. We cap the number of event attendees. We require all participants to observe the Chatham House Rule and our strict no-marketing policy.

Under the Chatham House Rule, participants are free to use the information received during a program or in the context of the PPI app, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.

In order to register for a PPI program and participate in the mobile app, each program registrant and mobile app user is required to check a box to affirm that they are aware of our use of Chatham House Rule. In addition, the co-chairs of the program remind the audience at the start of program, and the rule also appears in the program materials and app.

What is PPI's no-marketing policy?

PPI works hard to create an environment that is conducive to learning, whether in-person or virtually. For many members, our learning environment is a key reason for choosing to participate in PPI over another organization. It is critically important for PPI to maintain the practices that encourage openness and a deeper sharing of information and experiences: Participation in our programs, including the app, is by invitation only. We cap the number of event attendees. We require all participants to observe the Chatham House Rule and our strict no-marketing policy.

There are many ways one might market financial products and services, from subtle to overt. Any list of prohibited marketing behaviors would be incomplete. Simply put, if a participant reports that their experience of the program or participation in the PPI app was diminished by the marketing behavior of another participant, PPI will act swiftly to ban the offending individual from the remainder of the program and app and will not be invited future PPI programs.

In order to register for a PPI program and participate in the mobile app, each registrant is required to check a box to affirm that they are aware of our zero-tolerance stance with regard to marketing behavior. In addition, the co-chairs of the program remind the audience of the no-marketing rule at the start of program, and the rule also appears in the program materials and app.

If you are an attendee of a PPI program or participant in the app, and another participant’s marketing behavior is distracting you from a full experience of the program, we invite you to remind the offending participant of the no-marketing policy. If the problem persists, please notify anyone on the PPI staff. The staff will inform PPI’s president for swift action.