Investment Banking Institute values the professionals who use our services and is committed to being transparent about our privacy practices, including how we treat personal information we collect or receive from You (as defined below). This Privacy Policy applies to use of any and all data collected by IBI in relation to use of any web site operated by IBI and any services or systems therein. This policy explains the privacy practices of Investment Banking Institute (“IBI” or “we”) and explains how we collect, protect, use and share information about You when You use the website (the “Site”). The terms “You” and “User” as used herein refer to all individuals and/or entities accessing the Site for any reason. Each time that You use the Site, You signify that You agree to be bound by this Privacy Policy.

Privacy Compliance

IBI is the data controller in relation to the services and your personally identifiable information (“PII”). The registered address of IBI is 750 Third Avenue
New York, NY 10017. IBI also is compliant with the US-EU Safe Harbor Framework. The descriptor on your credit card statement will appear as: Investment Banking Inst 212-380-7027

Data Collected

IBI collects PII that You may volunteer while using our services. Without limitation, any of the following data may be collected:

  • name; date of birth; gender; job title; profession;
  • contact information, such as email addresses and telephone numbers;
  • demographic information, such as postal code, preferences and interests;
  • financial information, such as bank account, credit & debit card numbers and details;
  • a list of URL’s starting with a referring site, activity on this Web Site, and the site exited to and other analytics data generated by your use of the Site (automatically collected);

Use of Data

Any or all of the above Data may be required by IBI from time to time in order to provide You with the best possible service and experience when using IBI services. Data may be used by IBI for, but not limited to, the following reasons:

  • to enable You to access and use the services
  • to personalize aspects of the overall service to You
  • to communicate with You
  • to process a transaction via a third party
  • transmission by email of promotional materials that may be of interest to You and potential client
  • contact by telephone with promotion materials that may be of interest to parties that have previously contacted IBI

Data may be transferred Abroad to perform to perform any of the actions listed above. We use the information we gather for the purpose of operating and improving the Site, fostering a positive user experience, delivering the services that we offer, for billing and payments, for identification and authentication purposes, to contact You or interested parties, and for general research. If You have provided consent for us to do so, we may also use the information we gather to inform You of other products or services available from us.

We reserve the right to use, transfer, sell, and share aggregated, anonymous data about our users as a group for any lawful business purpose, such as analyzing usage trends and seeking compatible advertisers, sponsors, clients and customers. Calls may be recorded for quality and training purposes.

We will disclose information if legally required to do so, if requested to do so by a governmental entity or if we believe in good faith that such action is necessary to: (a) conform to legal requirements or comply with legal process; (b) protect our rights or property or our affiliated companies; (c) prevent a crime or protect national security; or (d) protect the personal safety of Users or the public.

Our Right to Contact You

The use of any web site operated by IBI constitutes an existing business relationship between you and IBI or any of its affiliates with whom IBI shares information in accordance with this Privacy Policy. Agreeing to IBI privacy policy qualifies as consent to be contacted by, including but not limited to, telephone and email for changes in account status, changes in subscriber agreements, marketing opportunities, privacy policies and/or any other policies or agreements relevant to You or your account.

Third Party Web Sites and Services

IBI may, from time to time, employ the services of other parties for dealing with matters that may include, but are not limited to, payment handling, delivery of purchased items, search engine facilities, advertising, marketing and providing customer service. The providers of such services do have access to certain PII provided by You. Any data provided by You that is used by such parties is used only to the extent required by them to perform the services that IBI requests. Any use for other purposes is strictly prohibited. Furthermore, any data provided by You that is processed by third parties must be processed within the terms of this Policy and in accordance with the Data Protection Act 1998 or US-EU Safe Harbor Framework. These companies and individuals will have access to Your PII as necessary to perform their functions, but they may not share that information with any other third party.


Data security is of great importance to IBI and to protect your data, suitable physical, electronic and managerial procedures have been put in place to safeguard and secure data collected.
All our employees and data processors, who have access to, and are associated with the processing of personal data, are obliged to respect the confidentiality of visitors’ personal data.
Because no data transmission is completely secure, and no system of physical or electronic security is impenetrable, we cannot guarantee the security of the information You send to us or the security of our servers, networks or databases, and by using the Site You agree to assume all risk in connection with the information sent to us or collected by us when You access, visit and/or use the Site, including without limitation Your PII, and we are not responsible for any loss of such information or the consequences thereof.

Moreover, if You lose a computer, mobile or other device, or it is stolen, that contains Your PII, it is up to You to take all the steps necessary to protect Yourself. It is important that You protect against unauthorized access of Your account and information by choosing Your password carefully, and keeping Your password and computer secure by signing out after using our services

In the unlikely event that we believe that the security of Your information in our possession or control may have been compromised, we may seek to notify You. If notification is appropriate, we may notify You via Your computer, mobile or other device.


If You do not wish to receive future commercial messages from us, simply follow the unsubscribe instructions contained within the message You receive or email a request to unsubscribe to (But note that You may continue to receive certain communications from us, such as transactional or relationship messages, and/or messages about Your account/profile). If You’ve registered on any part of IBI’s services, please use the mechanism or contact information on the service that allows You to change or update Your user preferences or information, if available, to keep all such data accurate and up-to-date. If no such mechanism or contact information is available on the service, contact our Privacy Policy Coordinator as described below with Your changes.

Complaints Contacts

This website is operated by IBI, IBI is not a money lender, broker or financial service provider. IBI’s aim is to handle any complaint fairly, consistently and quickly. If the complaint involves anything to do with IBI, it will be handled internally by IBI. If the complaint involves an inquiry or agreement with anything else, the complaint will be forwarded to the relevant party immediately. Contact us by email:

Refunds or Cancellations

No refunds or cancellations will be accepted once receipts have been signed. Once tuition has been paid, registration can always be transferred to later classes, and additional classes taken free of charge.

Changes to this Policy

IBI reserves the right to change this Privacy Policy as deemed necessary from time to time or as may be required by law. Any changes will be posted on the Site and you will be deemed to have accepted the terms of the Policy on your first use of the Site following the alterations.

Contact Information

If you have any concerns or questions about any aspect of this policy, please feel free to contact our Privacy Policy Coordinator as follows:

Privacy Policy Coordinator 750 Third Avenue, New York, NY 10017


Any audio or visual recording of any portion of the IBI program is strictly prohibited and against the law.