Daintree Advisors, LLC (Daintree) is committed to maintaining the privacy of our current, former, and prospective clients and investors. We recognize that you entrust us with highly confidential personal and financial information, and we understand that protecting and safeguarding this information is important.
Daintree does not disclose nonpublic personal information about our current or former clients and investors to third parties other than as described below. We do not sell nonpublic personal information about clients or investors to anyone.
BY DISCLOSING YOUR NONPUBLIC PERSONAL INFORMATION TO US, YOU CONSENT TO THE COLLECTION, STORAGE, AND PROCESSING OF YOUR PERSONAL INFORMATION BY DAINTREE IN A MANNER CONSISTENT WITH THIS PRIVACY STATMENT.
Information We Collect
Daintree collects information about you (such as your name, address, telephone numbers, e-mail address, social security or taxpayer identification number, assets, income, account numbers, transaction history and other personal information) from our discussions with you, from documents that you may deliver to Daintree, and in the course of providing advisory services for you.
How We Use and Share Your Nonpublic Personal Information
Daintree may use this information to provide advisory services to you, to open one or more account(s) for you, to process a transaction for your account(s), or otherwise in furtherance of our business. In order to service your account(s) and effect your transactions, we may provide your personal information to firms that assist us in servicing your account(s) and have a need for such information, such as a custodian, broker, fund administrator, attorney, accountant, or auditor. If we (or all or substantially all of our assets) are acquired, we expect that your nonpublic personal information would be transferred along with the other business assets. Daintree does not otherwise provide nonpublic personal information about you to outside firms, organizations, or individuals, except as required by law, as requested by any regulatory or taxing authority with appropriate jurisdiction, at your request, or with your consent.
How We Protect Your Information
Daintree restricts access to nonpublic personal information about you to those who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your personal information.
Changes to this Privacy Statement
We reserve the right to amend the terms of this Privacy Statement from time to time.