Categories of Information We May Collect
- Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
- Data about your transactions with us (such as the types of investments you have made and your account status).
How We Use Your Information That We Collect
Confidentiality and Security
If you have any questions regarding this privacy notice, please contact the Chief Compliance Officer, Catherine Derus at (440) 567-3101.