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Privacy Policy

Crinvestal Capital Investment

Privacy Policy

Our commitment to privacy

Crinvestal Capital Investment is committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective customers. In this policy personal information means “personally identifiable information.” Please note that certain details of this policy may depend on whether you deal with us directly as an individual investor, or whether Crinvestal Capital Investment provides services to your employer or plan sponsor. The privacy policies are reviewed by Crinvestal Capital Investment periodically. Our printed and online notices are then updated to reflect any changes.

Crinvestal Capital Investment Privacy Policy How and Why We Obtain Personal Information

Crinvestal Capital Investment takes great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service, maintain, and protect your account; process transactions in your account; respond to inquiries from you or your representative; develop, offer, and deliver products and services; or to fulfill legal and regulatory requirements. We may collect public and non-public personal information about you from you or your representative on through our website or offline applications or forms (for example, name, address, National Identity Number, birth date.)

How we protect information about you

Crinvestal Capital Investment considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology. At Crinvestal Capital Investment, 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

Crinvestal Capital Investment does not share 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:

  • Unaffiliated service providers (for example, printing and mailing companies, securities clearinghouses, marketing service providers, and other entities who may provide services at Crinvestal Capital Investment direction)
  • Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  • Other organizations as permitted or required by law (for example for fraud prevention or to respond to a subpoena)

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Crinvestal Capital Investment.

Based on the nature of your relationship with Crinvestal Capital Investment, we may exchange information with other third parties as described below:

  • If we provide workplace services to your employer or plan sponsor, such as payroll, human resources or benefits advisory and/or recordkeeping services, we may exchange any information received in connection with such services with your employer or plan sponsor or others they may authorize.
  • If you conduct business with us 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 Crinvestal Capital Investment.

We may share personal information about you with various Crinvestal Capital Investment corporate affiliates including internal service providers which perform, for example, printing, mailing, and data processing services. Additionally, if you interact with Crinvestal Capital Investment directly as an individual investor or if Crinvestal Capital Investment provides services to your employer or plan sponsor, we may exchange certain information about you with our financial services affiliates, such as our brokerage and insurance companies, for their use in marketing products and services as allowed by law. Information collected from investment professionals and customers is not shared with our affiliates for marketing purposes, except with your consent and as allowed by law.

Your Digital Privacy

Privacy, security, and service in Crinvestal Capital Investment online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques, and authentication procedures, among other controls, to maintain the security of your online session and to protect Crinvestal Capital Investment accounts and systems from unauthorized access. When you interact with us by using our websites, online services or mobile applications that are owned and controlled by us ("our digital offerings"), we manage these personal information in accordance with all of the practices and safeguards described previously.

When you use our digital offerings, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on our digital offerings. We use this information for a variety of purposes, such as maintaining the security of your session, facilitating site navigation, improving Crinvestal Capital Investment website design and functionality, and personalizing your experience. Additionally, the following policies and practices apply when you are online.

Cookies and Similar Technologies

Crinvestal Capital Investment and our third-party service providers may use cookies and similar technologies to support the operation of our digital offerings. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor's device (for example, computer, tablet, or mobile phone). Cookies help us to collect information about users of our digital offerings, including date and time of visits, pages viewed, and amount of time spent using our digital offerings, or general information about the device used to access our digital offerings. Our cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout. You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies.

If you refuse a cookie, or if you delete cookies from your device, you may experience some inconvenience in your use of our digital offerings. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences. Both Crinvestal Capital Investment and third-party service providers we hire may use cookies and other technologies, such as web beacons, pixel tags, or mobile device ID, in online advertising as described below.

Advertising on Crinvestal Capital Investment Digital Offerings

Crinvestal Capital Investment advertises on its own digital offerings (including our mobile applications), and when we do, we may use information about your relationship with us, such as the types of accounts you have, to tailor advertisements and communications about us and third-party products and services that may be of interest to you. We may also use third-party service providers to help us determine which of our products and services that may be of interest to you.

These service providers may collect information about your activity on our digital offerings using cookies and other technologies to analyze, for example, pages visited, search engine referrals, browsing patterns, and responses to advertisements and promotions. Such service providers may only collect and use such information for purposes specified by us and not for their own purposes.

Advertising on Non-Crinvestal Capital Investment Digital Offerings

Crinvestal Capital Investment also advertises our products and services on digital offerings not affiliated with us and we contract with third-party advertising companies to display these ads. These third-party advertising companies may use cookies and similar technologies to collect technical and web navigational information, such as device type, browser type, Internet protocol address, and pages visited. Crinvestal Capital Investment and these third-party online advertising companies may use the data collected, along with other information we have about you and your Crinvestal Capital Investment relationships, to serve relevant ads to you. The advertisements may be relevant to your interests, as determined by your activity on Crinvestal Capital Investment and non-Crinvestal Capital Investment websites. These advertisements are known as "interest-based advertisements".

You may opt-out of receiving interest-based advertisements from online advertising companies by clicking on the AdChoices icon (which appears on all Crinvestal Capital Investment interest-based ads) and following the opt-out instructions.

For more information about interest-based advertising please see http://www.networkadvertising.org/managing/opt_out.asp. Non- Crinvestal Capital Investment websites and mobile applications (for example, social media platforms) are not subject to Crinvestal Capital Investment Privacy Policy. You may visit the individual sites for additional information on their privacy practices and advertising opt-out instructions.

Connecting with Crinvestal Capital Investment on Social Media Platforms

Crinvestal Capital Investment provides experiences on social media platforms that enable online sharing and collaboration among users who have registered to use them. We may collect information you provide by interacting with us via social media, such as photographs, opinions, or social media account ID. Any content you post, such as pictures, information, opinions, or any personal information that you make available to other participants on these social platforms, is also subject to the terms of use and privacy policies of those platforms. Please refer to them to better understand your rights and obligations with regard to such content.

Crinvestal Capital Investment Mobile & Apps

Crinvestal Capital Investment Mobile® applications ("apps") allow you to access your accounts, trade securities, move money, and access news and research using wireless or mobile devices. Our privacy practices apply to any personal information or other information that we may collect through the apps.

Protecting Children's Privacy Online

Crinvestal Capital Investment websites are not directed to individuals under the age of thirteen (13). Crinvestal Capital Investment does not intentionally collect information on its websites from those we know are under 13, and we request that these individuals do not provide personal information through the sites.

How Can I contact Crinvestal Capital Investment?

For further queries about your rights, advice and support you can contact us:

By email via support@crinvestal.com

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