This Privacy Policy describes how Elion Partners (referred to in this Privacy Policy as “Company,” “we,” “us,” or “our”), as the operator of the website www.elionpartners.com (the “Site”) and the associated client portal (the “Portal”), and the services provided through the Site and the Portal (the Site, the Portal and these services constituting the “Service”), collects information when you visit the Service. It also explains how we use and disclose the information we collect from you, and your rights in relation to that information. By accessing, visiting or using the Service, you expressly consent to our collection, storage, use and disclosure of your information as described in this Privacy Policy. Please note that if you disagree with anything in this Privacy Policy, you must not use the Service. Privacy Policy is part of, and is governed by, the terms and conditions set forth in our Terms of Service located at http://elionpartners.com/terms.php.
Information Collected through the Service.
Information You Directly and Voluntarily Provide to Us. When you use the Service,we may collect information that you provide to us when you communicate via the Service with any of our departments such as investor relations or technical services, and well as information you provide when completing a subscription agreement. If you sign up to become a registered user of the Portal, you will be required to provide certain information as part of the registration process. This may include demographic information provided by you on applications, subscription agreements or other forms delivered to us or our affiliates, which may include your name, e-mail address, telephone number, driver's license or government-issued identification card number, passport number, date of birth, assets, income, tax information, beneficiary information, personal bank account information, broker/dealer, financial advisor, custodian, and similar parties. We also collect information about your transactions with us, our affiliates and/or broker/dealers or other financial service providers participating in the sale of the securities offered through us, such as your account balances and transactional history.
Information Automatically Collected Through the Service. We may automatically collect information about you when you use the Service. For example, if you access the Service through a computer, we will automatically collect information such as your browser type and version, computer and connection information, IP address and standard web log information. If you access the Service through a mobile device, we may also be able to identify the location of your mobile device. You may choose not to share your location details with us by adjusting your mobile device’s location services settings. For instructions on changing the relevant settings, please contact your service provider or device manufacturer.
We may automatically collect information from you when you use the Service using “cookies” and other similar technologies, such as web beacons, to automatically collect information about you when you use the Service. Cookies are small amounts of data that are stored within your computer’s Internet browser and that are accessed and recorded by the websites that you visit so that they can recognize the same browser navigating online at a later time.
Information that may be collected by cookies when you use the Service may include, without limitation:
- the pages you visit within the Service;
- the date and time of your visit to the Service;
- the amount of time you spend using the Service;
- the Internet Protocol (IP) address used to connect your computer to the Internet; and/or
- your computer and connection information such as your browser type and version, operating system and platform.
You can set your browser to reject cookies or to notify you when you are sent a cookie. However, if you disable cookies you may not be able to log in to the Service or to use certain features of the Service. To find out more about cookies, including how to see what cookies have been set on your device and how to manage and delete them, visit www.allaboutcookies.org.
Information Collected by Third Party Service Providers. We may work with third party service providers to help us operate the Service or understand how the Service is being used, such as tracking the frequency and duration of use of the Service. Such service providers may conduct certain processes on our behalf to ensure regulatory compliance, to assist us in distributing email newsletters, or processes to facilitate financial transfers or payments.
Information You Share on Third Party Websites or through Social Media Services. The Service may include links to third party websites and social media services where you will be able to post comments, stories, reviews or other information. Your use of these third party websites and social media services may result in the collection or sharing of information about you by these third party websites and social media services. We encourage you to review the privacy policies and settings on the third party websites and social media services with which you interact to make sure you understand the information that may be collected, used, and shared by those third party websites and social media services.
How We Use the Information We Collect. We collect information from and about you in order to:
- identify you as a customer;
- establish and maintain your customer accounts and/or process transactions in your account;
- communicate and share information with the custodians, transfer agents, and, if applicable, your broker/dealer or investment advisor, or other similar parties involved in the processing, servicing or administering of your account or the transactions effected in your account;
- market investment products or services that may be consistent with your financial profile; and
- meet our obligations under the laws and regulations that govern us.
We also use the information we gather through the Service to assure compliance with applicable laws and regulations, as well as to help us better understand how the Service and our products and services are being used. By identifying patterns and trends in usage, we are able to better design the Service and our products and services to improve your experience. In addition, we may use this information to contact and communicate with you and to respond to your communications and requests. If you are a registered user of the Portal, we may email you about products and services that we believe may be of interest to you. If you wish to opt-out of receiving these emails from us, please follow the instructions contained in each email you receive from us which will allow you to opt-out of receiving further email marketing communications from us.
How We Share Your Information.
Third Parties. We may disclose all of the nonpublic personal information we collect about you as described above to the following types of third parties:
- Our Affiliated Companies. We may offer investment products and services through certain of our affiliated companies, and we may share all of the nonpublic personal Information we collect about you with such affiliates so we are better able to serve your investment needs and to suggest services or educational materials that may be of interest to you.
- Nonaffiliated Service Providers and Joint Marketing Partners. From time to time, we use outside companies to perform services for us or functions on our behalf. We may disclose all of the nonpublic personal information we collect as described above to such companies. However, before we disclose nonpublic personal information to any of our service providers, we require them to agree to keep your nonpublic personal information confidential and use the information only for the purposes for which disclosure to them is made.
- Other Nonaffiliated Third Parties. We do not sell or share your nonpublic personal information with nonaffiliated outside marketers. We may disclose your nonpublic personal information to the extent permitted or required by law. For example, to:
- protect the security and integrity of our Web site;
- effect, administer or enforce a transaction requested or authorized by you;
- protect the security and integrity of our records;
- protect our rights and property and the rights and property of others;
- take precautions against liability;
- respond to claims that your information violates the rights and interests of third parties;
- take actions required by law or to respond to judicial process;
- assist with detection, investigation or reporting of actual or potential fraud, misrepresentation or criminal activity; and
- provide information to law enforcement agencies or for an investigation on a matter related to public safety to the extent permitted under other provisions of law.
Business Transfers; Bankruptcy. In the event of a merger, acquisition, bankruptcy or other sale of all or a portion of our assets, any user information owned or controlled by us may be one of the assets transferred to third parties. We reserve the right, as part of this type of transaction, to transfer or assign your information and other information we have collected from users of the Service to thirdparties. Other than to the extent ordered by a bankruptcy or other court, the use and disclosure of all transferred user information will be subject to this Privacy Policy. However, any information you submit or that is collected after this type of transfer may be subject to a new privacy policy adopted by the successor entity.
Aggregate Information. We may share information relating to users of the Service with affiliated or unaffiliated third parties on an anonymous, aggregate basis. While this information will not identify you personally, in some instances these third parties may be able to combine this aggregate information with other data they have about you, or that they receive from third parties, in a manner that allows them to identify you personally.
Security. We implement industry standard security measures intended to protect against the loss, misuse and alteration of the information under our control. Please be aware that no data transmission over the Internet can be guaranteed to be 100% secure. As a result, the Company cannot guarantee or warrant the security of any information you transmit on or through the Service and you do so at your own risk.
Amendments to this Privacy Policy. We will notify you of changes to this Privacy Policy by posting the amended terms on the Service at least thirty (30) days before the effective date of the changes. If you have provided us with your email address we will also notify you of material changes to this Privacy Policy by sending an email at least thirty (30) days before the effective date of the changes to the email address you most recently provided to us. We encourage you to keep the email address you provide to us current, and to promptly notify us of any changes to your email address, so that you may receive any notices we send to you regarding material changes to this Privacy Policy. If you do not agree to the changes, you should discontinue your use of the Service prior to the time the modified privacy policy takes effect. If you continue using the Service after the modified privacy policy takes effect, you will be bound by the modified privacy policy.
Use of Information Outside Your Country of Residence. If you choose to use the Service or provide your information to us, your information may be transferred to, processed and maintained on servers or databases located outside of the country or jurisdiction where you are located. Your agreement to this Privacy Policy followed by your submission of information through the Service represents your consent and agreement to these practices. If you do not want your information transferred to or processed or maintained outside of the country or jurisdiction where you are located, you should not use the Service.
Accessing, Changing and Managing Your Information. If you are a registered user of the Service, you may make changes to the user information you have provided in connection with your account by logging in to your account and changing the applicable information. You may also request changes by contacting us at [email protected]. Following receipt of a request from you, we will take reasonable steps to update, correct or delete your information as requested, unless retention of your information is required by applicable law or regulation.
Special Information for California Residents.
Under California Civil Code sections 1798.83-1798.84, also known as the “Shine the Light Law,” any users of the Service who are California residents are entitled to request and receive once a year, free of charge, a notice from us describing what categories of personal customer information (if any) we shared with third parties, including our corporate affiliates, for their direct marketing purposes during the preceding calendar year. If applicable, the notice will identify the categories of information that we shared, and the names and addresses of the third parties and affiliates with which we shared your information. If you are a California resident and would like to request a copy of this notice, please submit a written request to the following address: Elion Partners, Attn: Investor Relations, 2875 NE 191stStreet, Suite 800, Aventura, FL 33180 or by email at [email protected]. In your request, please specify that you want a “California Privacy Rights Notice.” Please allow at least thirty (30) days for a response.
How to Contact Us. Please also feel free to contact us at [email protected] if you have any questions about this Privacy Policy.
