To obtain access to the Sites and to receive certain Internet Services, you may be required to login and provide certain personal data and information about yourself (for example your username, name, and password.) (“Personal Data”). We use Personal Data to fulfill your requests for Internet Services, as well as other products and services (together, the “Services”), to monitor and improve our Services, and to contact you from time to time about us and the Services.
We may combine Usage Data with Personal Data in a manner that enables us to trace Usage Data to an individual user.
Third-Party Service Providers. We employ other companies and individuals to perform functions on our behalf, such as for analyzing data and providing certain of the Internet Services. These third-party service providers have access to personal information needed to perform their functions, but we require that they not use personal information for other purposes. Personal data is not shared with any unaffiliated third-parties for their marketing purposes.
If you would like to modify any Personal Data you previously submitted to us, please let us know by contacting your account representative or by accessing and updating your profile. Please note that any Personal Data that we have copied may remain in back-up storage for some period of time after your request, and that if you delete certain information you may not be able to use our services in the future without re-submitting such information. Also, please note that we will maintain Personal Data in our database whenever we are required to do so by law.
SiteMatrix collects nonpublic personal information about current and prospective investors from the following sources: (i) information we receive from current and prospective investors on managed account agreements or subscription documents and related forms (for example, name, address, social security number, birth date, assets, income, investment experience); (ii) information about investor's transactions with SiteMatrix; and (iii) the Internet Services. We restrict access of current, former and prospective investors' nonpublic personal information to our affiliates and their personnel, counsel and auditors who need to know that information in order to (i) ensure compliance with applicable laws and regulations, (ii) provide products or services to the investors, or (iii) as otherwise required by law. SiteMatrix maintains physical, electronic and procedural controls in keeping with federal standards to safeguard the nonpublic personal information about current, former and prospective investors that is in our possession.
Nonpublic personal information is not shared with third-parties for their marketing purposes
If, at any time in the future, it is necessary to disclose any of a client's personal information in a way that is inconsistent with this policy, SiteMatrix will give advance notice of the proposed change so that its clients will have the opportunity to “opt out” of such disclosure.
We have implemented reasonable measures to help protect your User Information from loss, misuse, or unauthorized access or disclosure. Unfortunately, however, no data transmission over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your User Information, we cannot guarantee its security.
The Sites may contain links to other websites. We are not responsible for the privacy practices of any such other website (whether accessed through an advertisement, service, or content link) and urge you to review such practices prior to submitting any information to such websites.