PRIVACY POLICY
Privacy Policy
We may collect your personal information, including non‐public personal information (collectively, “Personal Information”). Personal Information may include, without limitation, your name, address, social security number or tax identification number, bank account information, investment information, and as well as others.
While we may collect your Personal information through a variety of means, we generally collect your Personal Information when you voluntarily provide it to us. For example, we collect Personal Information from our investors when they provide us their contact information, enter into an investment advisory contract with us, complete subscription documents or offering questionnaires, buy securities (i.e., interests in a fund) from us, tell us where to send money or make a wire transfer, or in other documents that they provide us.
Congruence restricts access to nonpublic personal and financial information about you to those employees who need to know that information in order to provide products or services to you. We require our employees to guard the confidentiality of your information and we maintain policies and procedures to safeguard your Personal Information.
We do not sell any information about our current or former investors to third parties. Congruence may share your Personal Information with third parties only:
When authorized by you.
As required or otherwise permitted by law.
To process transactions and service your account.
The third parties with whom we may share your personal and financial information, as described above, may include:
Affiliated and non-affiliated service providers (for example, the Fund’s administrator, its independent public accountants and our lawyers);
Government agencies, other regulatory bodies and law enforcement officials; and,
Other organizations, as permitted by law.
Should you have questions, please email ir@congruencecapital.com.