Our Policies on Collecting & Protecting Your Information
We recognize that protecting the information our clients provide to us is extremely important, and we take this responsibility very seriously. Please read the description below to better understand how we collect and utilize your business and personal information.
InvesTechs is providing this notice to explain our information collection practices and other important information.
Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive about you on applications and other forms including subscription documents, questionnaires, and online registration forms. This information may include your name, address, telephone number, e-mail address, social security number, income, and other financial data, investment experience, etc.
- Information about your transactions with us, our affiliates and others. This includes information about other products you have purchased through the InvesTechs and others (including other affiliated companies), such as information about additions, redemptions, etc.
- Information we receive about you from third parties such as referring brokers or advisers, managers, product sponsors and clearing firms, and/or their service providers. These parties may include affiliates of InvesTechs.
Disclosure of Your Information
We do not disclose any personal or financial information about you, whether you are our current or former client, without your authorization or direction, except as disclosed below.
We may share information about you with affiliated or nonaffiliated third parties, in order for them to assist us in providing services to you, and otherwise as permitted by law. However, affiliated and nonaffiliated third parties who receive information about you in order to assist us in providing services to you are restricted from using your information for any other purpose.
Confidentiality and Security
We restrict access to nonpublic personal information about you to those employees and authorized third parties who need to know that information to assist us in providing services to you or your business. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic information.
For questions or concerns:
72 West Broadway, Suite 250
Eugene, Oregon 97401