Last updated on September 1, 2021
Welcome to Avestor’s website (the “Site”). We refer to Avestor Inc. and our operating subsidiary, Avestor Partner Services, LLC., collectively as “Avestor”, “we” or “us”. This Site is operated by Avestor and has been created to provide information about our company and our asset management services (the “Services”).
Avestor is committed to the protection of our visitors, registered users and clients (also referred to as “you” or “your”) privacy. We understand that keeping your information secure and confidential is critical to earning and keeping your trust.
Let us start by saying very clearly that we do not rent, sell or trade your Personal Information. Avestor’s core business is asset management of your capital. Our goal and our business model is based on maintaining you as a Client on our platform for the long term. That means we must keep and maintain your trust in everything we do. We have no incentive to sell your information to others and losing that trust.
This policy describes if and how your Personal Information is shared and/or disclosed, how we collect and use other information and how we address other privacy matters – such as deletion of your Personal Information upon request, and opting-out of marketing communications. Lastly, we describe methods for contacting Avestor if you have privacy questions, comments or feedback.
How We Collect & Use Your Information
“Personal Information” means your personally-identifiable information such as your name, email or mailing address, phone number, account credentials (user id and passwords), social security number, government ID numbers and other information that can be used to identify you personally.
We also collect and use other information that we obtain from your activities using our services. This includes information that you do not explicitly provide to us but which may be implicitly provided to us as part of such activities. More information on this is provided below.
The following describes in further detail the information we collect at various stages of our relationship with you:
The below table explains what we are collecting and if it can be limited.
What User information do we share & with whom?
The below table outlines what information we may share and why with our partners.
Links to Other Web Sites
Additional Privacy Information
How to Request Deletion of the Personal Information We Collect
Avestor allows you to delete your registered account if you are not a client. If you are a client or were previously a client, we must maintain your account to deliver required statements and tax related information to you. To delete your account, please email us at email@example.com.
If you request to be added to our Opt-out lists, we will keep your Personal Information on those Opt-out lists until you request to be removed from such lists. We allow you to Opt-out of the following:
Marketing emails – send your request to firstname.lastname@example.org to be added to the opt-out list.
Physical Mailings - send your request to email@example.com to be added to the opt-out list.
Advisory phone calls - notify your advisor at the time of the call that you prefer no proactive phone calls and will reach out to Avestor when required.
Avestor keeps business records, including emails you send to us, for up to five (5) years after you close your account and all funds are distributed to you to meet our regulatory compliance requirements. This includes any email you send to our privacy, security or support teams.
Children and Minors
Privacy Questions, Comments or Feedback?
Please contact us at firstname.lastname@example.org