The following Privacy Policy summarizes the various ways Transaction Advisors Institute LLC (d/b/a “Transaction Advisors Institute” and “Transaction Advisors” and referred to herein as “we” or “our” or the “Institute”) treats the information you provide while using and accessing our Services.

This Privacy Policy applies to: (a) “Members” who access the web site and who elect to receive additional information in connection with their paid membership and (b) “Guests” who access the sections of the web site that are available without a paid membership.


Your use of will constitute your agreement to this Privacy Policy. In addition to this Privacy Policy, use of this web site is governed by our Terms and Conditions.

This Privacy Policy may be modified, amended, or replaced from time to time. The date of the most recent revisions is noted below. Your continued use of and/or access of the web site will constitute your acceptance of any such modifications, amendments, or replacements to this Privacy Policy.

Access Log Information

Our web server collects access log information including click-stream data and HTTP protocol elements. The data may be used by us and our agents for web site and system administration and for research and development.

Our servers may also automatically collect information about your computer when you visit the web site, including without limitation the type of browser software you use, the operating system you are running, the web site that referred you, and your Internet Protocol (“IP”) address.


We collect HTTP cookies that may be used by us and our agents for site administration, completion and support of the current activity, web site and system administration, research and development, anonymous user analysis, anonymous user profiling and decision making, and to control access to certain information on our web site and to allow our server to maintain information about any membership with us.

To administer our web site and for research purposes, we may contract with third parties to track and analyze volume statistical information and anonymous usage data from our Members and Guests. Such information is shared externally only on an anonymous, aggregated basis.

In addition, we may use clear gifs, also known as "web beacons'', that are similar in function to cookies. These clear gifs, which are not tied to the user's personally identifiable information, help us to improve the web site experience, track visitor behavior, to manage our site content, and to help measure and improve the effectiveness of our email communications.

Data Collection

We use personally identifying information you supply through the web site to provide you with the service you have requested. We may also use the information to communicate with you about new features, services, and/or to improve the services that we offer.

We may provide your personally identifying information to select firms that provide sponsorship and / or underwriting support for the Institute. We will seek to require such third parties to follow appropriate privacy policies and use this information only for the express purpose for which it is provided. Please be aware that we cannot control and are not responsible for any actions or policies of such third parties.

We may disclose information in our possession or provide access to our database as we deem necessary in order to comply with a law or regulation, or cooperate with official investigations or legal proceedings, including, for example, in response to subpoenas, search warrants, court orders, or other legal process.

Change in Control

In addition, as our business changes, we may buy or sell various assets. In the event all or a portion of the assets owned or controlled by us, our parent or any subsidiary or affiliated entity are offered for sale, sold, assigned, transferred or acquired by another company, the information from and/or about our web site users may be disclosed or transferred as part of the potential or actual transaction.

Information Access, Change, and/or Deletion

You may access, correct, update, and/or delete any personally identifiable information that you submit to the web site. You may also unsubscribe from mailing lists or any registrations on the web site. To do so, follow the instructions on the page of the website where you provided the information or where you joined or registered or contact us directly. To opt-out, please send an email to [email protected].

Email Information

We ask for your email address at registration. We may send email to this address (i) to confirm your registration, (ii) if you opt in to any of our programs or services, and (iii) if you request that we contact you for any other reason. You can unsubscribe from these emails at any time.

By signing up for any of our programs or services, you agree to receive occasional correspondence from Transaction Advisors. You may modify your email preferences and/or opt out of such contacts. In addition, we may contact you regarding your membership status, changes to the web site, and/or changes to the Terms and Conditions and Privacy Policy.

International Users

This website is operated from the United States. Users located outside of the United States consent to the transfer of their data to the United States for processing and use in accordance with this Privacy Policy.

Information Security and Preservation

We utilize what we believe to be commercially reasonable security measures with respect to the information you provide to us. Despite these precautions, please note that no data transmission over the Internet is completely secure, so we cannot guarantee the security of the information you send to us, or the security of our servers or databases. By using the web site you agree to assume all risk in connection with the information sent to us or collected by us when you use the web site.

Note that we may retain information as long as we deem it reasonably necessary and relevant for our operations. In addition, we may retain personal information from closed accounts to comply with the law, prevent fraud, collect any fees owed, resolve disputes, troubleshoot problems, assist with any investigation, or enforce our Terms and Conditions or other agreements.

Children's Online Privacy Protection

This web site is not intended for use by, or directed at, children 13 years of age or younger. No one under age 13 is allowed to use our website. We do not knowingly collect or maintain personal information from children under the age of 13.

Links to Third-Party Sites

We may provide links to third-party web sites as a service to our members. Please be aware that we cannot control and are not responsible for the information collection practices of such third-party web sites-policies that may differ from those of this site. We encourage you to review the privacy policies of these other web sites before providing any information to them.

California Privacy Rights

California Law may permit users who are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please send an e-mail to [email protected]