The privacy of our fund investors is important to us, and we are committed to safeguarding and protecting their personal and financial information.
Information Provided by Fund Investors
In the normal course of doing business and to satisfy our regulatory requirements, Steben & Company typically obtains the following non-public personal information about our fund investors:
- Personal information such as name, address and social security/tax ID number
- Personal financial information
- Related corporate and trust documents
How We Manage and Protect Your Personal Information
Steben & Company does not sell information about current or former fund investors to non-affiliated third parties, nor is it our practice to disclose such information to non-affiliated third parties unless requested to do so by a client or client representative or, if necessary, in order to properly service an account or as required by law. We do share investor account information with the broker dealer or investment advisory firm that introduced the investor to us, if applicable, so that they may properly advise their client, and with outside companies that perform administrative services for us, including our accountants and legal counsel. Our agreements with these service providers require them to treat your information as confidential.
Personal information is gathered and kept by us only to the extent necessary to comply with applicable state and federal regulations. Steben & Company has established security standards to ensure against unauthorized access to customer information.