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Privacy Notice

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Franklin Templeton Academy Program

At Franklin Templeton (FT), we care about your privacy and value the trust you place in us when you share your personal information.

Accordingly, we want to let you know how we handle the personal information you give us or is given to us by a third party. Please review the following notice for information about how we collect, use, and share your personal information.

Web-related Privacy Issues

Personal Information We Collect or Receive About You

Depending on the nature of your relationship with Franklin Templeton, we may collect or receive from you or others the following categories of personal information:

  • Contact information, such as your name, email address, phone number, or address
  • Personal identification information, such as your age, gender, date of birth, etc.
  • Education and skills information, such as academic transcripts, grades, training-related information (including the status of course progress and quiz scores), and languages spoken
  • Employment information related to your role as an employee, such as your employer or company’s name, location, job title, etc.
  • Inferences or profile information
  • Internet/network activity, such as website cookie information, device ID, IP address, browsing activity, etc.
  • User account information, such as your account login ID, password, account age, etc.
  • Information captured by cookies (refer to Cookies and similar technologies)

For more information about how Franklin Templeton collects, uses, and shares your personal information as a user of this website, visit Your Relationship to Franklin Templeton and select the most applicable relationship.

How We Use Your Personal Information

Depending on the nature of your relationship with Franklin Templeton, we may use your personal information for the following every-day business purposes, as defined in applicable state law, or other related purposes as described below:

  • To provide the information, products, or services you, your representative, or your educational institution requested or as reasonably expected given the context in which the personal information was collected (such as delivering training content, personalization, and preference management)
  • For identity verification, access management and authentication, including system and technology administration 
  • To protect the security and integrity of your information and our systems, networks, applications, and data, including detecting, analyzing, and resolving security threats, and collaborating with cybersecurity centers, consortia, and law enforcement about imminent threats 
  • For debugging and internal research for technical development and demonstration
  • For legal and regulatory compliance, including all uses and disclosures of personal information that are required by law or reasonably needed for compliance with company policies and procedures, such as: security and incident response programs, intellectual property protection programs, and corporate ethics and compliance hotlines
  • For corporate audit, analysis, and reporting, including analytics related to digital advertising
  • To enforce our contracts and to protect against injury, theft, legal liability, fraud, or abuse, to protect people or property, including physical security programs
  • To de-identify data or create aggregated datasets, such as for consolidating reporting, research, or analytics
  • To make back-up copies for business continuity and disaster recovery purposes
  • For corporate governance, including mergers, acquisitions, and divestitures
  • Where Franklin Templeton is a service provider to another business or entity, for performing services on behalf of that business/entity

For more specific purposes based upon your personal relationship with Franklin Templeton, visit Your Relationship to Franklin Templeton and select the most applicable relationship.

In the event we use or retain personal information that has been deidentified, Franklin Templeton is committed to maintaining and using that information without attempting to re-identify it.

Franklin Templeton does not sell the personal information of FT Academy website users, nor do we share your personal information for targeted advertising purposes.

Recipients of Your Personal Information

We may disclose personal information of website users as follows:

  • To our affiliated Franklin Templeton companies and entities for the purpose of servicing your account, maintaining our relationship with you, or advertising other Franklin Templeton or affiliated products or services you may be interested in
  • To companies who perform services on our behalf or assist us with provision of services 
  • Where Franklin Templeton is a service provider to another business, we may disclose information to that business to facilitate delivery of services
  • For College Students, to your college or professor sponsoring the course for which FT Academy was used
  • To external auditors, legal advisors, or other professional advisors to receive advice, protect our rights or the rights of others, or if we are obligated to do so to comply with a legal or regulatory obligation
  • In the event of a merger or acquisition to facilitate completion of the event
  • To protect our rights or the rights of others, or if we are obligated to do so to comply with any legal or regulatory obligations

For more information about third parties we may share your personal information with and our purpose for doing so, visit Your Relationship to Franklin Templeton and select the most applicable relationship.

Your Relationship to Franklin Templeton

Select the relationship that is closest to your personal relationship with Franklin Templeton for additional information about the categories of personal information we collect, the specific purposes for which we process your personal information, and why your information may be shared with third parties.

Financial Professionals

Categories of Personal Information Collected

Source

Specific Purposes

Categories of Personal Information Disclosed to Third Parties*

Business/Commercial Purpose for Disclosing Personal Information to Third Parties

  • Contact Information
  • Education and Skills Information
  • Employment Information
  • Internet/Network Activity
  • Personal Identification Information
  • User Account Information
  • From you directly
  • From your employer
  • To deliver training content
  • To contact you regarding inquiries or account issues
  • For every-day business purposes noted above
  • Contact Information
  • Employment Information
  • Internet/Network Activity

In addition to the disclosures described in Recipients of Your Personal Information, we may also:

  • Share personal information related to your completed trainings with your employer

College Students

  • Contact Information
  • Education and Skills Information
  • Internet/Network Activity
  • Personal Identification Information
  • User Account Information
  • From you directly
  • From a third party, such as the educational institution with whom you are affiliated
  • To deliver training content
  • To contact you regarding inquiries or account issues
  • To track and report the status of course progress and quiz scores to your educational institution
  • For every-day business purposes noted above
  • Contact Information
  • Education and Skills Information
  • Internet/Network Activity

In addition to the disclosures described in Recipients of Your Personal Information, we may also:

  • Reporting course progress and quiz scores to your college or professor

Educational Institution Representatives

  • Contact Information
  • Employment Information
  • Internet/Network Activity
  • Personal Identification Information
  • User Account Information
  • From you directly
  • From a third party, such as the educational institution or other entity with whom you are affiliated
  • To contact you regarding establishment or maintenance of a business relationship
  • To utilize contracted products or services
  • For every-day business purposes noted above

 

None

 

Disclosures of your personal information are limited to what is described in Recipients of Your Personal Information

Franklin Templeton does not sell or share sensitive personal information of financial professionals, college students, or educational institution representatives. Additionally, Franklin Templeton does not use or disclose sensitive personal information for the purpose of inferring characteristics about financial professionals.

*A third party is anyone other than Franklin Templeton or our service providers and contractors with whom we maintain a contractual relationship. Please visit our Cookie Preference Center to change your settings. Refer to Recipients of Your Personal Information for additional information about why your information may be disclosed for a business or commercial purpose.

Retention Period

The retention periods for personal information within each category may vary depending on the nature of the business records in which the personal information is maintained. Retention periods for our business records are set based on the following criteria: (1) the length of time the record is needed for the purposes for which it was created, (2) the time the record is needed for other operational purposes, such as audits and reporting, (3) the length of time the record is needed for legal or regulatory compliance, including maintaining opt-out/in lists, legal defense, and legal holds.

Personal Information About Minors

Our website and apps are neither intended for, nor targeted to children under 18, and we do not knowingly collect personal information directly from children under 18.

Additionally, Franklin Templeton does not sell or share the personal information of minors, nor do we direct targeted advertising to minors under the age of 16.

External Links

Our website may contain links to online websites or content operated and maintained by third parties, over which we have no control. Please consult the privacy policies of those third-party sites to become familiar with their privacy practices and to learn about any choices that these companies may offer you with respect to your personal information.

Cookies and similar tracking technologies

Some of our web pages may use cookies (small text files that identify your device to our network) and/or web beacons, clear GIFs, tags or pixels (electronic image files that track navigation through our sites) placed by Franklin Templeton or third-party advertisers. Cookies and similar technologies are widely used to make websites work efficiently and to collect information about your online preferences.

How do we use cookies?

We may use website cookies to customize content and advertising, provide social media features, count users who have visited our pages, see how visitors navigate our website and to improve the services we offer you.

We may also engage third party tracking and advertising providers to act on our behalf to track and analyze your usage of our website through the use of cookies. These third parties collect and share with us usage information about visits to our website and, sometimes by correlating this information with other information (e.g., your IP address), help us track page usage, target our recommendations and advertising, and measure and research the effectiveness of our recommendations and advertisements.

These providers may act as our service providers, or in certain contexts, independently decide how to process your information. We encourage you to familiarize yourself with and consult their privacy policies and terms of use.

Enabling and Disabling Cookies on Our Website

You can learn more about the types of cookie used on the website and choose which cookie categories you wish to allow by visiting the website Cookie Preference Center which can be found in the FT privacy notice below.

Franklin Templeton Academy (ftacademyonline.com)

Your Choices and Controls

The state you reside in may provide you with certain choices or privacy rights over your personal information as described below. Although these rights do not apply to Franklin Templeton investors covered under applicable Federal privacy law or expressly exempt from your state’s law, other state residents may be covered.

  • Right to know – Requires that we inform you about the personal information and sensitive personal information we collect
  • Right to access – Allows you to request a copy of the personal information we have on file for you and to be informed about how we use and share your personal information.
  • Right to delete – Allows you to request that we delete or anonymize your personal information where we do not have a legal or regulatory obligation or other valid reason to continue to retain it.
  • Right to rectification – Allows you to request that Franklin Templeton correct inaccuracies in your personal information, taking into account the nature of the personal information and the purposes of the processing of your personal information. 
  • Right to appeal – Allows you to request that Franklin Templeton review a decision to not fulfill a privacy rights request. 
  • Right to equal treatment – You have the right not to be discriminated against for exercising a privacy right.

To exercise a privacy right under applicable data protection laws, use one of the methods listed below. To protect the security and privacy of your personal information, we may need to verify your identity, and the identity of your authorized agent if the request is submitted by someone other than you, against the information we have on file for you before we can fulfill your request. This is to ensure that your personal information is not disclosed to any person who does not have authority to receive it. We may also request further information in relation to your request to help us locate your personal information, including, for example, the nature of your relationship with Franklin Templeton.

  • Complete the Rights Request Form and email or mail it to the address noted in the form.
  • In the United States, you can call 1-800-632-2301 to speak to a service associate and request to exercise your privacy rights.


How to Contact Us

From time to time, we may update this notice, and any new version will be posted on our website. We recommend you review it regularly to ensure that you are aware of our current privacy practices. If you would like further information regarding the collection or use of your personal information, please email us at [email protected].