This statement outlines the policy of Belmont Investments in relation to the information that we collect from you, either directly or indirectly.
Introduction
The right of the individual or corporate entity to privacy is our guiding principle and all personal or corporate information provided to us will be treated in accordance with the Data Protection Acts of 1998 and 2003. Belmont does not seek any information beyond that which is required to meet our own regulatory obligations in the jurisdictions in which we operate. We restrict access to non-public personal information about you to those employees and third parties who need to know that information to assist us in providing services to you. We maintain physical, electronic and procedural safeguards that comply with required standards to guard your non-public personal information. The reader should note that we cannot guarantee the privacy of information that is sent to us through unsecured e-mail.
Information Collected
We receive information about you on applications and other forms that we may be privy to including subscription documents and ‘know your client’ questionnaires. This information may include your name, address, telephone number, e-mail address, social security number, income and other financial data as well as your prior investment or other professional experience. We also receive information about your transactions with us, our affiliates and others. Finally, we may receive information about you from third parties such as custodians, fund administrators, or other selling agents.
Electronic Collection of Information
Belmont Investments may use a feature of your web browser to write a small file to the hard disk of your computer. This allows us to track the pages that you are viewing, which in turn allows us to make our website easier to navigate. We also collect certain information that is automatically logged for internal marketing purposes. This information is not used in order to try and identify individual users, nor is it ever shared with external parties.
Disclosure of Information
We do not disclose any personal or financial information about you, whether you are our current or former client, without your authorization or direction, except as disclosed below. We may share information about you with affiliated or non-affiliated third parties, in order for them to assist us in providing services to you, and otherwise as permitted by law. However, affiliated and non-affiliated third parties who receive information about you in order to assist us in providing services to you are restricted from using your information for any other purpose. If there is a change to our Privacy Policy, the new policy will be posted on our website.
