The iCovest Group Group, Unincorporated Association (“iCovest,” “iCovestMarket.org,” “iCovest Market,” “we,” “us,” and “our”) and its affiliates are committed to protecting the confidentiality and security of information we collect about our existing and prospective iCovest Market PCM and SBM Members (collectively “iCovest Members”). We will not share non-public information about you (“Information”) with third parties outside of iCovest without your consent, except for the specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.
Why We Collect and How We Use Information
We limit the collection and use of Information to the minimum we require to deliver superior service to you but also for your protection. Such service includes processing various requests by you, assessing qualifications and capabilities, inventory and due diligence analysis, providing advice to you and administering our services.
How We Gather Information
We get most Information directly from you, when you apply for, access and use products, services and/or research offered through the iCovest Market – whether in person, by telephone or electronically. We may verify this information or get additional information from both private and/or public sources. This Information may relate to your finances, employment, avocations or other personal characteristics, as well as transactions and interactions with iCovest Members, or others.
How We Protect Information
Disclosure of Information
Important Note: iCovest has one agreement and several voluntary options for all prospective iCovest Members without partiality (i.e. house rules): they are non-negotiable and available for review upon receiving iCovest Member status. As such, as we do not ordinarily acknowledge third party confidentiality agreements and similar documents, lest we find ourselves a “respecter of persons.”
To Whom This Policy Applies
Access to and Correction of Information
If you desire to review any file we may maintain of your personal Information, please contact us. If you notify us with any Information that is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information. Information collected in connection with, or in anticipation of, any conflict resolution proceeding will not be made available.
Last Revision: March 20, 2020