Last updated: March 2022
- What Personal Information We Collect
The personal information we collect may include your name, postal address, email address, phone number, account name, date of birth, Social Security number, driver’s license number, photograph, passport number, gender, ethnic background, employer, job title, bank account information, financial information such as your income and net worth, risk tolerance and transaction history, details about your investment activity or retirement portfolios and information about your transactions with us such as the investment amount and any contributions and/or distributions, as well as any other information you choose to provide to us.
Whether you choose to provide any particular information requested by us is completely your own choice. But, if you choose not to provide the information we request, you may be unable to receive or access certain services, offers and information.
- Collecting the Personal Information of Minors
Our products and services are not directed to minors under the age of 18 and we do not knowingly collect or sell the personal information of minors.
- Your Choices Regarding Direct Marketing
On occasion, we may send you email communications about us and our products. If you change your mind about receiving marketing communications from us and wish not to receive further marketing communications from us, please let us know that you would like to “opt out” by emailing us at email@example.com, contacting us at 010-8265 2688 or using this webform.
All email communications from us include instructions on how to stop receiving them. Please follow these instructions if you no longer wish to receive email messages from us.
- Protecting Your Personal Information
We implement and maintain reasonable security appropriate to the nature of the personal information that we collect, use, retain, transfer or other wise process. Our policy is to restrict access to your personal information to only those employees, service providers and other third parties who need to know that information to provide products or services to you. We maintain commercially reasonable physical, electronic and procedural safeguards consistent with industry standards and other applicable standards as required by law and we require service providers and third parties to do the same.
While we are committed to developing, implementing, maintaining, monitoring and updating a reasonable information security program, unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. Data security incidents and breaches can occur due to vulnerabilities, criminal exploits or other factors that cannot reasonably be prevented. Accordingly, while our reasonable security program is designed to manage data security risks and thus help prevent data security incidents and breaches, it cannot be assumed that the occurrence of any given incident or breach results from our failure to implement and maintain reasonable security. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations of the Internet which are beyond our control; (b) the security,integrity, and privacy of any and all information and data exchanged between you and us through the website cannot be guaranteed; and (c) any such information and data may be viewed or tampered with in transit by a third party.
We keep your personal information for as long as it is required by us for our legitimate business purposes, to perform our contractual obligations, or where longer, such longer period as is required by law or regulatory obligations which apply to us. While we generally retain information about you throughout the life cycle of any investment you are involved in and for no longer than we need it, some personal information may be retained after your relationship with us ends.
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