LibertyView does not disclose nonpublic personal information about our current and former investors to third parties other than as described below. We do not sell nonpublic personal information about investors to anyone.
The Information We Collect on the Site
LibertyView may collect nonpublic personal information about its investors (such as your name, address, telephone numbers, e-mail address, social security or taxpayer identification number, assets, income, account numbers, transaction history and other personal information) from the following sources:
- Information LibertyView receives from an investor in any subscription agreement, managed account agreement, or other related documents or forms submitted through the Site; and
- Information about an investor’s transactions with LibertyView, its affiliates, or others submitted through the Site.
In addition to the nonpublic personal information noted above, we may collect additional information (collectively, the “Other Information”) when you visit and use the Site. Such Other Information may include:
a. From Your Activity. Information that we automatically collect when you use the Site, such as your IP addresses, browser type and language, referring and exit pages and URLs, date and time, amount of time spent on particular pages, what sections of the Site you visit, and similar information concerning your use of the Site.
How We Use and Share Your Nonpublic Personal Information
LibertyView may use your nonpublic personal information to provide advisory services to you, to open an account for you, to process a transaction for your account, or otherwise in furtherance of its business. In order to service your account and effect your transactions, LibertyView may provide your nonpublic personal information to its affiliates and to firms that assist it in servicing your account and have a need for such information, such as a broker, fund administrator, attorney, accountant, or auditor. If we or any of our affiliates (or all or substantially all of our assets or the assets of any of our affiliates) are acquired, we expect that your nonpublic personal information would be transferred along with the other business assets. We do not otherwise provide nonpublic personal information about you to outside firms, organizations, or individuals, except as required by law, as requested by any regulatory or taxing authority with appropriate jurisdiction, at your request, or with your consent.
In an ongoing effort to better understand our users and our Site, we might analyze the Other Information in aggregate form in order to operate, maintain, manage, and improve the Site. This aggregate information does not identify you personally. We may share this aggregate data with our affiliates, agents, and business partners.
How We Protect Your Information
LibertyView maintains physical, electronic, and procedural safeguards that comply with federal standards designed to safeguard investors’ nonpublic personal information.
Important Notice to Non-U.S. Residents
The Site is operated in the United States. If you are located outside of the United States, please be aware that any information you provide to us will be transferred to the United States. By using the Site and/or providing us with any information, you consent to this transfer.