CaptiveOne Advisors, LLC, and its affiliated companies (collectively “CaptiveOne,” “we” or “Our”) recognize and respect your right to privacy.
Types of Information Collected
We may collect and process any of the following information about you and we refer to this as “Personal Information” throughout this policy. You may give us information about yourself by using the online forms provided on the Website or by contacting us by phone, e-mail or other means. This includes, for example, filling in our 'Contact Us' form on our Website or when you provide your information to us in order to receive our services. The information you give us may include: email address, name, mailing address, telephone number, company name, company address, credit card information, job title, account information, and any updates to information provided to us. Please note that we need certain types of information so that we can provide services to you. If you do not provide us with such information, or if you ask us to delete it, you may no longer be able to access our services.
Information we may collect about you
Each time you visit the Website we may automatically collect any of the following information: • technical information, including the Internet protocol (IP) address used to connect your computer to the internet, domain name and country which requests information, the files requested, browser type and version, browser plug-in types and versions, operating system and platform; and • information about your visit, including the full Uniform Resource Locators (URL) clickstream to, through and from our site (including date and time), length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs) and methods used to browse away from the page.
Information we may receive from other sources
We will receive information about you if you obtain our services and/or authorize a service professional (i.e., accountant, attorney) to provide us with information about your business.
Use of Information
We, or third-party data processors acting on our behalf, collect, use and store the Personal Information listed above to enable you to receive services for which you or your company have entered into a contract with us and/or because it is in the legitimate interests of CaptiveOne to handle your Personal Information. More specifically, we collect, use and store your Personal Information for the following reasons: • to assign a password. • to ensure that content from our website and services are presented in the most efficient manner for you. • to provide you with information, products or services that you request from us or which we feel may interest you, only where you have consented to be contacted for such purposes. • to carry out our obligations arising from any contracts entered into between you and us. • to notify you about changes to our services and to keep you informed about our fees and charges. • to provide the service(s) you have requested • to improve the quality and accuracy of the services. • to allow you to access and use the Website and to register for an account; • to carry out activities in the legitimate interests of CaptiveOne, for example, pursuing debt, ensuring the security of our services and Website; • to verify your identity in order to prevent and detect money laundering and fraud; • to carry out statistical analysis and market research; • for marketing, advertising and promotional purposes • to take other action you request when you supply the Information.
We retain Personal Information for as long as you use the services we provide and then as required to comply with applicable laws.
Disclosure of Information
Third Party Websites
ASL/April 12, 2019