Privacy Notice
Privacy Notice
Privacy Notice
What does Equi do with your personal information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you apply for or have with us. This information can include: Social Security number, income, and employment information. Account balances, transaction history, and credit information Assets and investment experience.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Equi chooses to share; and whether you can limit this sharing.
Reasons we may share your personal information:
For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Does Equi share? Yes. Can you limit this sharing? No.
For marketing purposes - to offer our products and services to you. Does Equi share? Yes. Can you limit this sharing? No.
For joint marketing with other financial companies. Does Equi share? No. Can you limit this sharing? N/A.
For our affiliates' everyday business purposes - information about your transactions and experiences. Does Equi share? Yes. Can you limit this sharing? No.
For our affiliates' everyday business purposes - information about your creditworthiness. Does Equi share? Yes. Can you limit this sharing? Yes.
For our affiliates to market to you - information about your creditworthiness. Does Equi share? No. Can you limit this sharing? N/A.
For our non-affiliates to market to you - Does Equi share? No. Can you limit this sharing? N/A.
To limit our sharing:
Email us at: privacy@equi.com
Please note: If you are a new customer, we can begin sharing your information 45 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions?
Email us at: privacy@equi.com
Who We Are. Who is providing this notice?
Equilibrium Ventures, LLC ("Equi")
How does Equi protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Equi collect my personal information?
We collect your personal information, for example, when you ● Request information on the equi.com website ● Apply to open an account with us ● Subscribe for interests in funds managed by us We also collect your personal information from others, such as such as fund administrators, identity verification and “know your customer” service providers, affiliates, or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit some but not all sharing related to: ● Sharing for affiliates' everyday business purposes—information about your creditworthiness ● Affiliates from using your information to market to you ● Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Towards Equilibrium LLC.
Non-Affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
Do Not Call Policy: This notice is our Do Not Call Policy under the Telephone Consumer Protection Act. We do not solicit via telephone numbers listed on the state or federal Do Not Call lists, unless the law allows. Our employees receive training on how to document and process telephone marketing choices. Consumers who ask not to receive telephone solicitations from us will be placed on our Do Not Call list and will not be called in future campaigns, including those of our affiliates.
Call Monitoring and Reporting: If you communicate with us by telephone, we may monitor or record the call.
For Nevada residents only: We are providing you this notice under state law. You may be placed on our internal Do Not Call List by following the directions in the To Limit Our Sharing section. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Of ice of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: 702.486.3132; email: aginfo@ag.nv.gov; Equilibrium Ventures, LLC, 8911 North Capital of Texas Hwy, Suite 4200-054, Austin, TX 78759; privacy@equi.com.
Residents of California, New Mexico, North Dakota, and Oregon: We will not share information we collect about you with nonaf iliates, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by law.
Other Important Information for Vermont Customers: We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at www.equi.com or email us at: privacy@equi.com.
What does Equi do with your personal information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you apply for or have with us. This information can include: Social Security number, income, and employment information. Account balances, transaction history, and credit information Assets and investment experience.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Equi chooses to share; and whether you can limit this sharing.
Reasons we may share your personal information:
For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Does Equi share? Yes. Can you limit this sharing? No.
For marketing purposes - to offer our products and services to you. Does Equi share? Yes. Can you limit this sharing? No.
For joint marketing with other financial companies. Does Equi share? No. Can you limit this sharing? N/A.
For our affiliates' everyday business purposes - information about your transactions and experiences. Does Equi share? Yes. Can you limit this sharing? No.
For our affiliates' everyday business purposes - information about your creditworthiness. Does Equi share? Yes. Can you limit this sharing? Yes.
For our affiliates to market to you - information about your creditworthiness. Does Equi share? No. Can you limit this sharing? N/A.
For our non-affiliates to market to you - Does Equi share? No. Can you limit this sharing? N/A.
To limit our sharing:
Email us at: privacy@equi.com
Please note: If you are a new customer, we can begin sharing your information 45 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions?
Email us at: privacy@equi.com
Who We Are. Who is providing this notice?
Equilibrium Ventures, LLC ("Equi")
How does Equi protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Equi collect my personal information?
We collect your personal information, for example, when you ● Request information on the equi.com website ● Apply to open an account with us ● Subscribe for interests in funds managed by us We also collect your personal information from others, such as such as fund administrators, identity verification and “know your customer” service providers, affiliates, or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit some but not all sharing related to: ● Sharing for affiliates' everyday business purposes—information about your creditworthiness ● Affiliates from using your information to market to you ● Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Towards Equilibrium LLC.
Non-Affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
Do Not Call Policy: This notice is our Do Not Call Policy under the Telephone Consumer Protection Act. We do not solicit via telephone numbers listed on the state or federal Do Not Call lists, unless the law allows. Our employees receive training on how to document and process telephone marketing choices. Consumers who ask not to receive telephone solicitations from us will be placed on our Do Not Call list and will not be called in future campaigns, including those of our affiliates.
Call Monitoring and Reporting: If you communicate with us by telephone, we may monitor or record the call.
For Nevada residents only: We are providing you this notice under state law. You may be placed on our internal Do Not Call List by following the directions in the To Limit Our Sharing section. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Of ice of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: 702.486.3132; email: aginfo@ag.nv.gov; Equilibrium Ventures, LLC, 8911 North Capital of Texas Hwy, Suite 4200-054, Austin, TX 78759; privacy@equi.com.
Residents of California, New Mexico, North Dakota, and Oregon: We will not share information we collect about you with nonaf iliates, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by law.
Other Important Information for Vermont Customers: We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at www.equi.com or email us at: privacy@equi.com.
What does Equi do with your personal information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you apply for or have with us. This information can include: Social Security number, income, and employment information. Account balances, transaction history, and credit information Assets and investment experience.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Equi chooses to share; and whether you can limit this sharing.
Reasons we may share your personal information:
For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Does Equi share? Yes. Can you limit this sharing? No.
For marketing purposes - to offer our products and services to you. Does Equi share? Yes. Can you limit this sharing? No.
For joint marketing with other financial companies. Does Equi share? No. Can you limit this sharing? N/A.
For our affiliates' everyday business purposes - information about your transactions and experiences. Does Equi share? Yes. Can you limit this sharing? No.
For our affiliates' everyday business purposes - information about your creditworthiness. Does Equi share? Yes. Can you limit this sharing? Yes.
For our affiliates to market to you - information about your creditworthiness. Does Equi share? No. Can you limit this sharing? N/A.
For our non-affiliates to market to you - Does Equi share? No. Can you limit this sharing? N/A.
To limit our sharing:
Email us at: privacy@equi.com
Please note: If you are a new customer, we can begin sharing your information 45 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions?
Email us at: privacy@equi.com
Who We Are. Who is providing this notice?
Equilibrium Ventures, LLC ("Equi")
How does Equi protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Equi collect my personal information?
We collect your personal information, for example, when you ● Request information on the equi.com website ● Apply to open an account with us ● Subscribe for interests in funds managed by us We also collect your personal information from others, such as such as fund administrators, identity verification and “know your customer” service providers, affiliates, or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit some but not all sharing related to: ● Sharing for affiliates' everyday business purposes—information about your creditworthiness ● Affiliates from using your information to market to you ● Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Towards Equilibrium LLC.
Non-Affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
Do Not Call Policy: This notice is our Do Not Call Policy under the Telephone Consumer Protection Act. We do not solicit via telephone numbers listed on the state or federal Do Not Call lists, unless the law allows. Our employees receive training on how to document and process telephone marketing choices. Consumers who ask not to receive telephone solicitations from us will be placed on our Do Not Call list and will not be called in future campaigns, including those of our affiliates.
Call Monitoring and Reporting: If you communicate with us by telephone, we may monitor or record the call.
For Nevada residents only: We are providing you this notice under state law. You may be placed on our internal Do Not Call List by following the directions in the To Limit Our Sharing section. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Of ice of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: 702.486.3132; email: aginfo@ag.nv.gov; Equilibrium Ventures, LLC, 8911 North Capital of Texas Hwy, Suite 4200-054, Austin, TX 78759; privacy@equi.com.
Residents of California, New Mexico, North Dakota, and Oregon: We will not share information we collect about you with nonaf iliates, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by law.
Other Important Information for Vermont Customers: We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at www.equi.com or email us at: privacy@equi.com.
©2023 Towards Equilibrium Inc. All rights reserved.
©2023 Towards Equilibrium Inc. All rights reserved.