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ssisportal.com - Privacy Policy

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We're Dedicated to You

We are dedicated to safeguarding the privacy, security, and confidentiality of your personal data and making sure that it is only used for appropriate business needs. This privacy policy outlines the categories of Personal Information we gather from you, how we use it, who we share it with, how we safeguard it, and the choices you have regarding how we use it. Except as provided below, by law, or as otherwise permitted by you, we do not divulge your Personal Information.

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What exactly is personal data?

Any information that can be used to identify you specifically is referred to as "personal information," which can include but is not limited to your name, home address, email address, age, date of birth, financial data, and numerical identifiers like your social security number, passport number, or driver's license number.

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How do We Gather Personal Data?
  • Typically, we obtain Personal Information directly from you, from the investment advisers or platforms you use, or from other fiduciaries and your authorized representatives.

  • Discussions we conduct with you regarding your interest in our products and services.

  • Information you supply in agreements, onboarding forms, applications (such as subscription documents, as applicable in your country of residence), or other documents you may provide.

  • Periodic further demands for personal information.

  • Additional interactions and transactions you've had with us.

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Your Personal Information Is Secure With Us

In accordance with regulatory requirements, we maintain the necessary physical, technical, and organizational safeguards to protect your personal information against loss, misuse, unauthorized access, and disclosure.

Any Personal Information provided to outside service providers is still under our control. When we share your personal information with third-party service providers, we evaluate the suitability and appropriateness of both our contractual obligations to these providers and the internal procedures they have in place to manage and protect your personal information.

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Privacy Policy Updates

To reflect changes in our privacy practices or to comply with new legal requirements, we shall update this Privacy Policy from time to time. However, unless we first notify you and give you the chance to stop the information sharing, we will not modify our Privacy Policy to permit the sharing of non-public personal data other than as mentioned in this notice. We will make all updates available on our website and, if required by applicable law, notify you by e-mail or by posting a notice on our website of material changes to this Privacy Policy.

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