Information related to your affiliations (including information related to your business(es) or professional engagements, and information related to your relationship with any of our clients or investors, but not including any special categories of information as described in Section 1.4)ġ.2 Information that we collect as part of our services.Identifying and contact information (including your name, mailing address, phone number, email and other types of contact information).If you are not our client or an investor in one of our affiliated financial vehicles but nonetheless have a relationship with us in any other capacity, we will ask you for: Information related to your various activities and relationships (including information related to your businesses and professional engagements, your professional relationships, your familial relationships, your charitable activities, your personal undertakings, and your service providers).Information related to your finances and financial accounts (including your net worth, gross assets, investment sophistication and goals, financial account information, asset/investment-specific information, income, trust and estate information, tax status and other relevant tax information, and transaction-specific information.
Identifying and contact information (including your name, date of birth, tax identification number, copies of your government-issued identification document and the relevant information thereon, physical and mailing addresses, phone number, email, and other types of contact information).To the extent applicable for the provision of our services, we will ask for: If you are (or are prospectively) our client or an investor in one of our affiliated financial vehicles, during or before the provision of our services we will ask you to provide personal information voluntarily. The personal information that we collect about you broadly falls into the following categories:ġ.1 Information that you provide voluntarily Section 11 below will also apply to those individuals.ġ. This EU Privacy Notice also applies to personal information we collect from individuals in Australia who are protected by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). It also explains who we are and how you can exercise your privacy rights. This European Union Privacy Notice (“EU Privacy Notice”) applies to personal information that we collect regarding EU and UK data subjects.
SWFI is a minority-owned organization.ICONIQ Capital, LLC and our affiliates and subsidiaries (collectively, “ICONIQ”, “we”, “our” or “us”) recognize the importance of protecting personal information. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues.
#Iconiq capital san francisco registration#
Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. All material subject to strictly enforced copyright laws. No affiliation or endorsement, express or implied, is provided by their use. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. Sovereign Wealth Fund Institute® and SWFI® are registered trademarks of the Sovereign Wealth Fund Institute. © 2008-2022 Sovereign Wealth Fund Institute.
0 kommentar(er)
