Your trust, and therefore your privacy, is very important to us. Please contact us if you have any questions or concerns. Thank you.

 

We are adhere to professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

 

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Payment Information. When you are no longer our client, we may continue to share your information only as described in this notice.

 

PARTIES TO WHOM WE DISCLOSE INFORMATION

All fund managers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

• For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;

• For our marketing – to offer our products and services to you;

• For joint marketing with other financial companies;

• For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or

• For non-affiliates to market to you. If you are a new client, we may begin sharing your information on the day you sign our agreement. When you are no longer our client, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

 

​DIRECT DATA COLLECTION

Personal data is only stored when voluntarily given by you for a determined purpose e.g. in context of a registration, a survey, a contest, or in performance of a contract. Your individual, identifiable, personal data will not be disclosed to third parties, without your consent.

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​PHONE NUMBERS

​Any phone numbers collected through our site, whether through webform or other means, will be used exclusively to communicate with you regarding our services and will never be shared or sold to third parties for promotional or marketing purposes.

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TELEPHONE COMMUNICATIONS WITH YOU

​You agree that our company and its agents may call or text you at any phone number (landline or wireless) that you provide to us, using an automated dialing system and/or a prerecorded message, for marketing services and/or account-related purposes, such as appointment confirmations, service alerts, billing and collection issues or account recovery concerns. You can manage your contact preferences by emailing us, calling us, or replying to text messages with “HELP” for assistance or “STOP” to unsubscribe. Reply “START” to resubscribe. Message and data rates may apply.

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PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

 

FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

 

DEFINITIONS:

Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;

Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;

Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.