This Privacy Notice relates to all Insight Equity controlled or affiliated entities (together referred to herein as “us”, “we”, “our” or “Insight Equity”) and any accounts managed by such entities.
Financial companies choose how they share your personal information. Federal law gives our clients 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.
We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below.
Personal information we collect.
We collect personal information about you in connection with our providing advisory services to you. This information includes your social security number and may include other information such as your:
How we collect this information.
We collect this information from you through various means. For example, when you give us your contact information, enter into an investment advisory contract with us, buy securities (i.e., interests in a fund) from us, tell us where to send money, or make a wire transfer. We also may collect your personal information from other sources, such as our affiliates or other non-affiliated companies.
How we use this information.
All financial companies need to share customers’ personal information to run their everyday business and we use the personal information we collect from you for our everyday business purposes. These purposes may include, for example: