Introduction
Perpetual (“we,” “our,” or “us”) is committed to protecting your privacy. This policy explains how we collect, use, disclose and safeguard information when you visit our website or use our services. As a registered investment adviser, we are also subject to privacy regulations under the SEC and applicable state laws.
Information we collect
We may collect information you provide directly, along with limited technical information generated when you use our website.
- Contact information, including your name, email address, phone number and mailing address
- Financial, employment and tax information provided in connection with advisory services
- Account details needed to provide requested services
- IP address, browser type, device information and pages visited
How we use information
- Provide and improve our technology and advisory services
- Communicate with you about your account, a pilot or a potential partnership
- Verify identity, maintain security and prevent fraud
- Meet legal, regulatory and recordkeeping obligations
- Respond to inquiries and provide support
Information sharing and disclosure
We do not sell personal information. We may share information with service providers that support our operations, when required by law or a regulatory authority, in connection with a business transaction, or when you have given us permission.
Data security
We use administrative, technical and organizational safeguards designed to protect personal information against unauthorized access, alteration, disclosure or destruction. No method of electronic transmission or storage is completely secure, so we cannot guarantee absolute security.
Your rights and choices
Depending on where you live, you may have the right to request access to, correction of or deletion of personal information we hold about you. You may also opt out of marketing communications. Certain records may be retained where required by law.
Children’s privacy
Our services are not directed to people under 18, and we do not knowingly collect personal information from children.
Changes to this policy
We may update this policy to reflect changes in our practices or applicable law. The date at the top of this page indicates when it was most recently updated.
Contact us
Questions about this page can be sent to support@investperpetual.com.