ITS Asset Management, L.P. (“ITS”) is committed to maintaining your privacy and maintaining the confidentiality, integrity, and security of your nonpublic personal information.
Your use of this website constitutes your acceptance to be bound by this Policy without limitation, qualification, or change.
Collection of Nonpublic Personal Information
We gather and maintain nonpublic personal information only as is necessary for us to provide and administer our website and to perform services. Information we collect may be obtained from this website or directly from you on our account applications or other forms submitted to our firm.
Additional information regarding your securities transactions may be obtained from the custodian of your account in order to administer assets placed under our management.
Use of Nonpublic Personal Information
ITS uses nonpublic personal information for the purpose of opening and maintaining your managed account, to facilitate transactions, and to comply with current regulatory reporting requirements.
We also use your information to communicate with you. ITS may send you information about our services in addition to communications such as welcome letters and periodic newsletters.
Disclosure of Nonpublic Personal Information
ITS does not disclose or share nonpublic personal information with anyone except as permitted by law. ITS uses various technologies made available to us by private companies in order to achieve these purposes. These private companies, including data management, data storage, compliance consulting or auditing firms, as well as the financial industry regulatory bodies may become a party to some or all of the information we maintain. Additionally, pursuant to a request from you, your financial professional, or the financial professional’s supervisory firm, ITS may disclose your information to a non-affiliated third-party vendor, so that your financial professional may access the information via data aggregation or financial planning software. ITS will maintain the same standards of privacy after our relationship has ended.
Confidentiality and Security of Nonpublic Personal Information
ITS dedicates significant resources to protect the security of your information. We use physical, electronic, and procedural safeguards to maintain the integrity of your information and guard against its unauthorized use. All ITS employees are required to follow our privacy procedures to ensure that your information is handled properly and used only for authorized purposes.
IP Address and Log Files
We may use your IP address to administer our website, to help diagnose problems with our server, to analyze trends, to track users’ webpage movements, to help identify you, and to gather broad demographic information for aggregate use.
Changes to This Privacy Statement
We will occasionally update this privacy statement to reflect changes in our services. When we post changes to this statement, we will revise the “last updated” date at the bottom of this statement. We encourage you to periodically review this statement to be informed of how ITS is protecting your information.
Accessing Your Personal Information
Last updated: September 2017