This document describes how we collect, share and protect your personal information. You have the right to tell us how you would like to control some aspects of this, but there is a minimum amount of information that we must share in order to provide advisory services.
We may collect some but not all of the following information:
We collect this information and may share it with other institutions, both your and our partners and affiliates in order to:
We have implemented commercially reasonable precautions, including, where appropriate, password protection, encryption and SSL to protect sites and applications and the information we collect from loss, misuse, and unauthorized access, disclosure, alteration, and destruction.
All of our affiliates have privacy policies which we believe are appropriate, but we ask that you read and confirm your comfort level with our partners and affiliates. Please be aware that despite our best efforts, no data security measures can guarantee 100% security all of the time.
You should take steps to protect against unauthorized access to your password, phone, and computer by, among other things, signing off after using a shared computer, choosing a password that nobody else knows or can easily guess and keeping your password private.
Should you choose to share your log-in information with others, we would recommend that you retain a list of individuals or entities who have this information and we can not be responsible for any lost, stolen, or compromised passwords or for any activity on your account via third party or unauthorized password activity.
How long do we keep your personal data
Distributary maintains your information, to the extent required by the law, for a period which is reasonably required to resolve legal, regulatory, tax or other retention requirements. Failing these requirements, you may request to have your data permanently deleted, at which point we will initiate a request subject to our cloud storage providers policies.
You may modify any account information that you have submitted, by logging into your account and updating your information. Please note that copies of information that you have updated, modified or deleted may continue to reside in our systems for a period of time.
If we send you any news and newsletters, special offers, promotions or other information we think may interest you, you may tell us to stop sending you such e-mail communications by following the opt-out instructions contained in any such e-mail. Please note that it may take up to 10 days for us to process opt-out and opt-in requests. Further, if you opt-out of receiving emails about recommendations or other information we think may interest you, we may still send you e-mails about your account or any services you have requested or continue to receive from us.
Some data, such as address and personal information, email addresses and documents uploaded are required for us to fulfill our services. The nature of our service means that opting out of us sharing some of this data with financial services firms and partners will result in our inability to complete necessary transactions and potentially a requirement to end the advisory relationship.
If you have any questions about the privacy of your information and how our services work, or would like to make a complaint, please contact us at security@distributary.io
Companies related by common ownership or control. They can be financial and non financial companies:
Expected Value Management LLC.