Collection of Customer Information
HedgeAlytix collects personal information about you from (i) your questionnaires, account forms and other information provided by you electronically, in writing, by telephone, in person or by any other means (this information includes name, address, employment information and financial and other information); (ii) your activity on this web site and transactional activity in your accounts, including account balances, investments, withdrawals and fees/commissions; and (iii) other interactions with HedgeAlytix (for example, discussions with our staff).
Disclosure of Nonpublic Personal Information
HedgeAlytix may share nonpublic personal information about you with its affiliates, as permitted by law. HedgeAlytix does not disclose nonpublic personal information about you to nonaffiliated third parties, except as permitted by law (for example, to service providers who provide services to you or your account).
HedgeAlytix may share nonpublic personal information, without your consent, with affiliated and nonaffiliated parties in the following situations, among others: (i) to respond to a subpoena or court order, judicial process or regulatory inquiry; (ii) in connection with a proposed or actual sale, merger, or transfer of all or a portion of its business; (iii) to protect or defend against fraud, unauthorized transactions (such as money laundering), law suits, claims or other liabilities; (iv) to service providers of HedgeAlytix in connection with the administration and operations of HedgeAlytix’s products and services, which may include brokers, attorneys, accountants, auditors, administrators and other professionals; (v) to assist HedgeAlytix in offering HedgeAlytix-affiliated products and services to you; and (vi) to process or complete transactions requested by you.
Protection of Customer Information
HedgeAlytix will maintain the security and confidentiality of your records and information, protect against any anticipated threats or hazards to the security or integrity of your records and information, and protect against unauthorized access to or use of your records or information that could result in substantial harm or inconvenience to you. Therefore, it is the policy of HedgeAlytix (i) to restrict access to nonpublic personal information about you to those who need to know that information to provide products and services to you; (ii) to maintain physical, electronic, and procedural safeguards that comply with U.S. federal standards to guard nonpublic personal information about you; (iii) to share nonpublic personal information about you with its affiliates, subject to you expressly prohibiting such sharing; (iv) not to share nonpublic personal information about you with nonaffiliated third parties other than as permitted by law or unless otherwise authorized to do so by you.