We have adopted general policies and procedures concerning confidentiality, proprietary data and privacy of client personal information, and the information we gather over the Site is protected by those policies and procedures. Generally, we collect non-public personal information about our clients and investors from the following sources:
- Information received from clients or investors on applications or other forms, including the information we collect on the Site, and
- Information about clients’ or investors’ transactions with us, our affiliates or others.
Our policy is that:
- We do not disclose any non-public personal information about our clients or investors or former clients or investors to anyone, except as permitted by law. In addition, we share non-public personal information with certain service providers, to the extent permitted by law, and we require those service providers to keep the non-public information confidential.
- We restrict access to non-public personal information about our clients and investors to employees and service providers who need to know that information to provide services to our clients.
- We maintain physical, electronic and procedural safeguards that comply with federal standards to guard clients’ and investors’ personal information.
Collection of Information
In general, you can browse the Site without telling us who you are or revealing any personal information about yourself.
We automatically track certain information that your browser makes available whenever you visit a website. This information includes your Internet Protocol address, browser type, browser language and one or more files that may uniquely identify your browser. We may use this information to do internal research on our users' demographics, interests and behavior to better understand, protect and serve you and our clients. This information may include the URL that you just came from (whether this URL is on the Site or not), which URL you next go to (whether this URL is on the Site or not), your computer browser information and your IP address. We use this information to operate, develop and improve our services.
If you use the “Contact Us” form on this Site, you must provide to us your name, mailing address, email address, phone number, personal data, and other investment information.
Use and Disclosure of Information
We use the information we collect from our browser and data collection devices such as cookies to improve our operations and facilitate the services you request. We may use information collected from you to measure interest and customize your experience. We may use the data to determine whether you are an accredited investor and have sufficient sophistication, investment experience and wealth to receive information about certain investment options.
We share the information you provide to us with Imagineer Technology Group, Inc. (the "Administrator"), which administers the Site and provides certain other services to us. This sharing of information is necessary to administer the Site. Our contract with the Administrator requires, among other things, that it will not disclose or use your personal information other than to perform these services for us. We may use your information to send correspondence and perform services on your behalf in connection with investment related activities.
You agree that we may use personal information about you to analyze Site usage, improve our content and product offerings and customize the Site’s content, layout, and services. These uses improve the Site and better tailor it to meet your needs, so as to provide you with a smooth, efficient, safe and customized experience while using the Site.
We may also share information about you if we believe that disclosure is required under law. For example, we may need to disclose information in response to a subpoena or to cooperate with regulatory or law enforcement authorities.
Control of Your Personal Information
You can review and change the information you submit to us by contacting us at firstname.lastname@example.org. You can change your email address, contact information, financial information, and other personal information
Upon your request, we will remove your contact information and financial information from our active databases. To make this request, email email@example.com.
Your information is stored on our servers located in the United States. We use procedural and technical safeguards to protect your personal information against loss or theft as well as unauthorized access and disclosure to protect your privacy, which may include encryption, "firewalls" and Secure Socket Layers. We treat data as an asset that must be protected against loss and unauthorized access. We employ security techniques to protect such data from unauthorized access by users inside and outside the company. However, "perfect security" does not exist on the Internet.
For example, it is possible that a third party will circumvent our security, and we do not guarantee that our security measures will successfully prevent third parties from accessing the information we collect. If there is a security breach involving your information, we will make any legally required disclosures to you, consistent with the legitimate interests of law enforcement, or any measures necessary to determine the scope of the breach and restore the reasonable integrity of the data system.
No Securities Offering or Investment Advice
The information on the Site is intended to enable investors to understand the nature of the Firm’s financial advisory services. It is not intended as and does not constitute investment advice or legal or tax advice or an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The information in the Site should not be construed as any endorsement, recommendation or sponsorship of any company or security by the Firm.
You acknowledge that any requests by you for information are unsolicited and any information the Firm provides is neither investment advice to you or the formation of an investment advisory relationship, or any other client relationship.
Children (persons under the age of 18) are not eligible to use the Site and, therefore, we do not knowingly collect any personal information from persons under the age of 18.
Conditions Of Use
Changes to this policy
If you have any additional questions, please feel free to contact us any time at firstname.lastname@example.org