Privacy Policy

Who we are

Conner Advisory is a brand of CTM, Inc. Our website address is: https://conneradvisory.com.
CTM, Inc. is responsible for personal data collected through this site. Contact: nanci.crawford@conneradvisory.com.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide when you:

• Subscribe to newsletters
• Fill out forms
• Contact us for support

This may include:

• Name
• Email address

Automatically Collected Information

When you visit the Site, we may automatically collect:

• IP address
• Browser type
• Device information
• Pages visited
• Referring website

This data helps us improve performance and user experience.

Use	Legal basis	Kept for
Newsletter	Your consent	Until you unsubscribe
Replying to inquiries	Legitimate interest in responding	2 years after last contact
Client engagement records	Contract and legal obligations	7 years (tax and accounting)
Site security and server logs	Legitimate interest	90 days

Some providers we use, such as Mailchimp, are in the US. Where required, we rely on the EU-US Data Privacy Framework or Standard Contractual Clauses. You may complain to your local data protection authority, such as the UK ICO.

Cookies and Tracking Technologies

We may use cookies, web beacons, and similar technologies to:

• Remember your preferences
• Analyze site usage
• Improve functionality

You can disable cookies in your browser settings, but some features may not work properly.

How We Use Your Information

We use collected information to:

• Deliver newsletters, research publications, and insights you’ve subscribed to
• Respond to inquiries submitted through our contact form
• Communicate updates and announcements about our work
• Improve the Site’s functionality and user experience
• Comply with legal obligations

Tools We Use

• ActiveCampaign and Mailchimp for the newsletter
• UserWay for accessibility
• CookiesYes for cookie manager
• GoDaddy for web host

How We Share Your Information

We do not sell your personal information. OPT OUT

We may share information with:

• Service providers assisting with payment processing, email delivery, analytics, or hosting
• Legal authorities, if required by law or to protect our rights

All third parties are required to protect your information and use it only for authorized purposes.

Third‑Party Links

The Site may contain links to external websites. We are not responsible for the content or privacy practices of those sites. We encourage you to review their privacy policies.

Data Security

We use administrative, technical, and physical safeguards to protect your information. While we strive to secure your data, no method of transmission or storage is completely secure.

Children’s Privacy

Conner Advisory is not directed at children under 13 and does not knowingly collect personal information from children under 13 without parental consent. If we learn that such information has been collected, we will delete it promptly.

Your Rights and Choices

Depending on your location, you may have rights under applicable data protection laws, including the EU/UK General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA/CPRA), such as the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications
• Opt out of the sale or sharing of personal information (note: we do not sell your personal information)
• Request a copy of your personal information in a portable format
• Object to or restrict certain processing of your information
• Not be discriminated against for exercising these rights

To exercise these rights, contact us at nanci.crawford@conneradvisory.com. We will respond within the timeframe required by applicable law. We may need to verify your identity before fulfilling certain requests.

Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. Continued use of the Site indicates acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact:

Conner Advisory Email: nanci.crawford@conneradvisory.com

This statement was last updated on August 12, 2026.