Privacy Policy
OUR COMMITMENT TO YOUR PRIVACY
“Akamai Advisors” requires that you (“Client”) provide us with current and accurate financial and personal information during our relationship. We are sensitive to the privacy concerns of our clients. We have a long-standing policy of protecting the confidentiality and security of information we collect about you. We will protect that information you have provided in a manner which is safe, secure and professional. We are providing you with this notice to help you better understand why and how we collect certain personal information, the care with which we treat that information, and how we use that information.
SOURCES OF NON-PUBLIC INFORMATION
We collect and maintain non-public personal information from the following sources:
Information we receive from you in conversations, over the telephone, in voicemails, through written correspondence (via email, subscription agreements, investor questionnaires, applications, information you input to the client portal, or other forms);
Information about your transactions with us or others, such as what investments you hold, the transactions taking place in your account and your account balances; and, Information captured on our website, including registration information and any information captured via “cookies,” and information that you input to our client portal.
INFORMATION SECURITY
We consider the protection of sensitive information to be a sound business practice, and to that end we employ physical, electronic and procedural safeguards to protect your non-public personal information in our possession or under our control. Additionally, no individual who is not so authorized shall obtain your personal and financial information.
DISCLOSURE OF NON-PUBLIC INFORMATION
We do not disclose any non-public information about you to anyone, except as permitted or required by law or regulation and to certain authorized service providers. Scenarios for which we may share your non-public information include the following:
When required to maintain or service your account;
With persons acting in a fiduciary or representative capacity on behalf of your account;
With credit agencies and authorized third party professionals including attorneys, accountants and auditors;
In connection with a sale or merger of our business;
To protect against or prevent actual or potential fraud, identity theft, unauthorized transactions, claims or other liability;
Via join marketing agreements with non-affiliated third parties, such as unaffiliated investment advisers; and,
In any circumstances with your instruction or consent.
We maintain non-public personal information for our former clients and apply the same policies that apply to our current clients.
OPT-OUT PROVISIONS
It is not our policy to share non-public personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under such circumstances is necessary to service customer accounts or is mandated by law, there are no allowances for clients to opt out. This policy may change from time to time, and your continued use of the website and client portal after we makes changes is deemed to be acceptance of those changes.
PRIVACY POLICY
- What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.
- What choices are available to you regarding the use of your data.
- The security procedures in place to protect the misuse of your information.
- How you can correct any inaccuracies in the information.
Information Collection, Use, and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.
Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.
Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:
- See what data we have about you, if any.
- Change/correct any data we have about you.
- Have us delete any data we have about you.
- Express any concern you have about our use of your data.
Security
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for “https” at the beginning of the address of the web page.
While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.
If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (801) 419-1580
QUESTIONS
If you have questions, comments, or concerns about this Privacy Policy, please contact info@akamaiadvisors.com .
