Our website address is: https://systematicedge.com. SFC license number BLO527.
We Take Privacy Seriously
SystematicEdge Limited has adopted policies regarding privacy and data protection in accordance with local regulations. We recognize that protecting the privacy and security of the non-public personal information we obtain about our clients is an important responsibility, as is the delivery of personalized, suitable advice. To deliver high quality, personalized services to you, we must collect and maintain certain non-public personal information about you. We want you to know what information we collect and how we use and safeguard that information. For a copy of our current privacy policy, please contact your advisor or call your local office.
What Information We Collect
We collect certain non-public personal information about you (such as your name, address, social security number, passport, etc.) that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your investments and brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.). Accurate information in critical to us providing you accurate advice and recommendations. As your needs and circumstances change, please contact your advisor immediately to update this information. We can serve you best by fully understanding you and your situation.
What Information We Disclose
We do not disclose the non-public personal information we collect about our clients to anyone except: (1) in furtherance of our business relationship with clients, and then only to those persons necessary to effect the transactions and provide the services that clients authorize (such as broker-dealers, custodians, independent managers etc.); (2) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (3) our group Companies, attorneys, accountants, and auditors; or (4) as otherwise provided by law. We are permitted by law to disclose the non-public personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). These third parties are prohibited to use or share the information for any other purpose. If you decide to either terminate our services or become an inactive client, we will continue to adhere to our Privacy Policy, as may be amended from time to time. We are required to report any suspected exploitation of vulnerable adult clients to the proper authorities under federal and state statutes.
Security of Your Information
We restrict access to your non-public personal information to those Group companies and employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.
Changes to Our Privacy Policy or Relationship With You
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change. We will make notifications in writing by email or written correspondence. You consent to receiving updates via email.
Opting Out
Clients cannot opt out of allowing us to share their non-public personal information with non-affiliated third parties such as custodians, insurance companies and technology service providers which are necessary to service their accounts.
In addition, in Hong Kong, our policy on Data Collection is designed to conform to the standards laid down by Hong Kong’s Personal Data (Privacy) Ordinance. SystematicEdge Limited has the following policy in regard to use of Personal Data:
This policy is being provided to existing and prospective individual clients of the Hong Kong Companies from whom personal information has been and/or may in the future be collected. Personal information collected from the client (the data) by the Investment Adviser may be used for the purposes of providing investment advisory and management services, direct marketing, and compiling statistics for internal use. We will observe the Ordinance in the collection, maintenance and the use of Data. In particular we will ensure only legitimate means are used to collect Data, the Data used is accurate as possible, the use of the Data is consistent with the Personal Data (Privacy) Ordinance (Cap 486) in Hong Kong and the contractual obligations of the Hong Kong Companies, and the Data is protected and made available only to the authorized persons. Clients have the right to inspect and amend Data any time. Data will only be disclosed consistent with the contractual rights and obligations of the investment adviser to other parties or to other parties authorized by law to receive it. All your personal information held by the Company will be used and disclosed in accordance with the Company Privacy Policy available on request. The client has the right to check whether the Company holds Data about the Client and gain access to such Data, require the Company to correct any inaccurate Data to the Client and ascertain the Company’s policies and practices in relation to Data and be informed of the kind of Data held by the Company.
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