Our Commitment to Your Privacy
Scientific Advisors, LLC is committed to maintaining the confidentiality and security of personal information about our customers. We want you to know how we protect this information and use it to service your account. We encourage you to take a moment to review the full privacy policy of Scientific Advisors, LLC. The privacy policies of Scientific Advisors, LLC are reviewed annually and updated to reflect any changes.
Scientific Advisors, LLC Privacy Policy
Scientific Advisors takes great care to protect your personal information. We may use your personal information to service and maintain your account, to process transactions in your account, to respond to inquiries from you or your representative, to develop and deliver products and services and to fulfill legal and regulatory requirements. Scientific Advisors may collect public and non-public personal information about you from any of the following sources:
- From you or your representative on applications or forms including your name, mailing address, telephone numbers, Social Security number, birth date, net worth, annual income and expenses, custodian account numbers, investment objective and risk profile.
- From you or your financial planner or your primary investment manager if Scientific Advisors provides them with sub-advisory services; for example, model portfolios, trading or portfolio review services.
- From transactions in your account; for example, trading history, account balances, cash subscriptions or withdrawals.
- From online and phone interactions with Scientific Advisors’ customer service staff or information you enter into our website.
- From you or your representative regarding your preferences. Other sources with your consent or with the consent of your representative; for example, from other financial institutions if you transfer positions into Scientific Advisors products and services.
How we protect information about you
Scientific Advisors’ employs physical, electronic and procedural controls to protect your privacy. We regularly upgrade these controls to respond to changing regulatory requirements and advances in technology. At Scientific Advisors, we restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.
How we share information about you with third parties
Scientific Advisors does not share, sell or rent personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:
- Authorized third-party agents or contractors in order to provide a requested service or transaction. For example, if we need to ship something to you, we must share your name and address with a shipping company. We only provide third-party agents with the minimum amount of personal information necessary to complete the requested service or transaction. We may also transfer your personal information to third parties acting on our behalf for the purposes relating to the operation of our website, including processing or storage.
- We may respond to subpoenas, court orders, or legal process by disclosing your personal information and other related information, if necessary. We also may use your personal information we collect to establish or exercise our legal rights or defend against legal claims.
- We may collect and possibly share personal information and any other additional information available to us in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of Scientific Advisors’ terms of use, or as otherwise required by law.
Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Scientific Advisors.
We may sell, assign or transfer your personal information to a third party in the event of a sale or transfer of our business or the website to a third party, by merger, sale of stock or assets or a reorganization.
If you conduct business with Scientific Advisors through your investment professional, we may exchange information we collect with your investment professional or with others they may authorize.
How we share information about you within Scientific Advisors
We may share personal information about you with various Scientific Advisors corporate affiliates including internal service providers which perform, for example, printing, mailing, and data processing services. Information collected from investment professionals’ customers is not shared with Scientific Advisors affiliates for marketing purposes, except with your consent or the consent of your investment professional and as allowed by law.
Privacy online
Privacy, security and service in our online operations are just as critical as in the rest of our business. Scientific Advisors employs all of the safeguards described previously, along with the following Internet-specific practices. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect Scientific Advisors’ accounts and systems from unauthorized access. We may also place cookies and similar files on your hard drive for purposes such as security, to facilitate site navigation, and to personalize your experience on our site. Our cookies do not identify you by name as an individual or by account number. When you visit Scientific Advisors’ Internet sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and average time spent on our Web sites. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our Web design and functionality. We may use third-party service providers to help us analyze certain online activities. For example, these service providers may help us measure the performance of our online advertising campaigns or analyze visitor activity on our Web sites. We may permit these service providers to use cookies and other technologies to perform these services for Scientific Advisors. We do not share personally identifiable information about our customers with these third-party service providers, and these service providers do not collect such information on our behalf.
Additional information
If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers. For your convenience, Scientific Advisors offers several options for accessing and, if necessary, correcting your account information. You can review your information independently using your statements, or through our Internet services. You may also write or call us with your request for information. If we serve you through an investment professional, please contact them directly. Specific Internet addresses, mailing addresses and telephone numbers are listed on your statements and other correspondence.