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Our Privacy Policy was updated on 1 January 2016.

Your Privacy

OctaveWealth follows all legal requirements to protect your privacy. This privacy policy explains the manner in which the OctaveWealth collects, utilizes and maintains nonpublic personal information about the Plan’s investors, as required under Federal legislation. This privacy policy only applies to nonpublic information of investors who are individuals (not entities).

You will see terms in our Privacy Policy that are capitalized. These terms have meanings as described in the Definitions section below.

Definitions

Non Personal Information“ is information that is not personally identifiable to you and that we automatically collect when you access our Website with a web browser. It may also include publicly available information that is shared between you and others.

Personally Identifiable Information“ is non-public information that is personally identifiable to you and obtained in order for us to provide you within our Website. Personally Identifiable Information may include information such as your name, email address, and other related information that you provide to us or that we obtain about you.

Information We Collect

Generally, you control the amount and type of information you provide to us when using our Website.

As a Visitor, you can browse our website to find out more about our Website. You are not required to provide us with any Personally Identifiable Information as a Visitor.

Computer Information Collected

When you use our Website, we automatically collect certain computer information by the interaction of your mobile phone or web browser with our Website. Such information is typically considered Non Personal Information.

We also collect the following:

Cookies

Our Website uses “Cookies” to identify the areas of our Website that you have visited. A Cookie is a small piece of data stored on your computer or mobile device by your web browser. We use Cookies to personalize the Content that you see on our Website. Most web browsers can be set to disable the use of Cookies. However, if you disable Cookies, you may not be able to access functionality on our Website correctly or at all. We never place Personally Identifiable Information in Cookies.

Third Party Tracking Tools

We also use third party tracking tools to improve the performance and features of our Website. These third party tracking tools are designed to collect only Non-Personal Information about your use of our Website. However, you understand that such tools are created and managed by parties outside our control. As such, we are not responsible for what information is actually captured by such third parties or how such third parties use and protect that information.

Third party tools we use:

Google Analytics

Google Analytics is a web analysis service provided by Google. Google utilizes the data collected to track and examine the use of http://octavewealth.com, to prepare reports on its activities and share them with other Google services.
Google may use the data collected to contextualize and personalize the ads of its own advertising network. In addition we use data from Google’s Interest-based advertising or 3rd-party audience data (such as age, gender and interests) within Google Analytics.

Automatic Information

We automatically receive information from your web browser or mobile device. This information includes the name of the website from which you entered our Website, if any, as well as the name of the website to which you’re headed when you leave our website. This information also includes the IP address of your computer/proxy server that you use to access the Internet, your Internet Website provider name, web browser type, type of mobile device, and computer operating system. We use all of this information to analyze trends among our Users to help improve our Website.

Do Not Track

We do not honor Do Not Track requests.

How We Use Your Information

We use the information we receive from you as follows:

Customizing Our Website

We may use the Personally Identifiable information you provide to us along with any computer information we receive to customize our Website.

Sharing Information with Affiliates and Other Third Parties

We do not sell, rent, or otherwise provide your Personally Identifiable Information to third parties for marketing purposes. We may provide your Personally Identifiable Information to affiliates that provide services to us with regards to our Website (i.e. payment processors, Website hosting companies, etc.); such affiliates will only receive information necessary to provide the respective services and will be bound by confidentiality agreements limiting the use of such information.

Data Aggregation

We retain the right to collect and use any Non Personal Information collected from your use of our Website and aggregate such data for internal analytics that improve our Website and Service as well as for use or resale to others. At no time is your Personally Identifiable Information included in such data aggregations.

Legally Required Releases of Information

We may be legally required to disclose your Personally Identifiable Information, if such disclosure is (a) required by subpoena, law, or other legal process; (b) necessary to assist law enforcement officials or government enforcement agencies; (c) necessary to investigate violations of or otherwise enforce our Legal Terms; (d) necessary to protect us from legal action or claims from third parties including you and/or other Members; and/or (e) necessary to protect the legal rights, personal/real property, or personal safety of OctaveWealth, our Users, employees, and affiliates.

Protecting Your Child’s Privacy

Our Website is not designed for use by anyone under the age of 13 (“Child”), though we realize we may have a Child attempt to make purchases through our Website. We do not verify the age of our Users nor do we have any liability for verifying a User’s age. If you are a Child, please seek the permission of a parent or guardian before using our Website.If you are a parent or guardian and believe your Child is using our Website, please contact us to remove your Child’s account; we reserve the right to ask you for verification of your relationship to the Child before we honor such a request. If we discover that a Child has created an account on our Website, we will immediately delete the account as soon as we discover it, we will not use the information for any purpose, and we will not disclose the information to third parties. However, as parent of such a Child, you understand that you are legally liable for any transactions created by the Child.

Our Website may contain links to other websites that are not under our direct control. These websites may have their own policies regarding privacy. We have no control of or responsibility for linked websites and provide these links solely for the convenience and information of our visitors. You access such linked Websites at your own risk. These websites are not subject to this Privacy Policy. You should check the privacy policies, if any, of those individual websites to see how the operators of those third-party websites will utilize your personal information. In addition, these websites may contain a link to Websites of our affiliates. The websites of our affiliates are not subject to this Privacy Policy, and you should check their individual privacy policies to see how the operators of such websites will utilize your personal information.

Our Email Policy

Our affiliates and we fully comply with national laws regarding SPAM. You can always opt out of receipt of further email correspondence from us and/or our affiliates. We agree that we will not sell, rent, or trade your email address to any unaffiliated third-party without your permission.

Collection of Investor Information

OctaveWealth collects personal information about the investors mainly through the following sources:

  • Subscription forms, investor questionnaires and other information provided by the investor in writing, in person, by telephone, electronically or by any other means. This information includes name, address, nationality, tax identification number, and financial and investment qualifications; and

  • Transactions within the Plan, including account balances, investments and withdrawals.

Disclosure of Nonpublic Personal Information

OctaveWealth does not sell or rent investor information. OctaveWealth will not disclose nonpublic personal information about the investors to nonaffiliated third parties or to affiliated entities, except as permitted by law. For example, OctaveWealth may share nonpublic personal information in the following situations:

  • To service providers in connection with the administration and servicing of the Plan, which may include attorneys, accountants, auditors and other professionals. OctaveWealth may also share information in connection with the servicing or processing of Plan transactions;

  • To affiliated companies in order to provide you with ongoing personal advice and assistance with respect to the products and services provided pursuant to this Agreement and to introduce you to other products and services that may be of value to you;

  • To respond to a subpoena or court order, judicial process or regulatory authorities;

  • To protect against fraud, unauthorized transactions (such as money laundering), claims or other liabilities; and

  • Upon consent of an investor to release such information, including authorization to disclose such information to persons acting in a fiduciary or representative capacity on behalf of the investor.

Protection of Investor Information

OctaveWealth’s policy is to require that all employees, financial professionals and companies providing services on its behalf keep client information confidential.

OctaveWealth maintains safeguards that comply with federal standards to protect investor information. OctaveWealth restricts access to the personal and account information of investors to those employees who need to know that information in the course of their job responsibilities. Third parties with whom OctaveWealth shares investor information must agree to follow appropriate standards of security and confidentiality.

OctaveWealth’s privacy policy applies to both current and former investors. OctaveWealth may disclose nonpublic personal information about a former investor to the same extent as for a current investor.

Privacy Policy Updates

We reserve the right to modify this Privacy Policy at any time. You should review this Privacy Policy frequently. If we make material changes to this policy, we will notify you on our Website, by a blog post, by email, or by any method we determine. The method we chose is at our sole discretion. We will also change the “Last Updated” date at the beginning of this Privacy Policy. Any changes we make to our Privacy Policy are effective as of this Last Updated date and replace any prior Privacy Policies.

Questions About Our Privacy Practices or This Privacy Policy

If you have any questions about our Privacy Practices or this Policy, please contact us at info@octavewealth.com.