CAIS privacy & data

Identifiers , such as name, email address, address, phone number, facsimile number, IP address, social security number or other similar identifiers.

Commercial and financial information , such as records of personal property, products or services purchased, obtained, or considered, information on investments, assets, net worth, tax status, holdings, account balances, transaction history, bank account details, wire transfer instructions.

Type of browser and operating system used to access the Site (if provided by the browser)

Inferences drawn from any of the information identified above , to create a profile reflecting an investor’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.

Geolocation Data : Your IP Address.

Professional Information : This may include employer information, job history, regulatory history, and other CAIS Platform due diligence required by regulation, as well as industry best practice standards.

We use the Personal Information that we collect in order to respond to submissions you make to the Site, and otherwise to provide our services.

for fraud detection and prevention and other security purposes, to comply with legal requirements, enforce our policies or contracts, or otherwise to protect our rights and interests.

Periodically, we may choose to send news, bulletins, educational materials, marketing materials or other information to you

We use cookies and other tracking technologies to track your activities on our websites (e.g., pages visited, links clicked on, etc.), and to record information about the user so when the user returns to the site, customized features can be provided, as well as for advertising purposes.

This information is retained in accordance with the CAIS data retention policy.

CAIS retains the data from the survey results in accordance with its data retention policy.

To exercise your CCPA rights, including your Right to Opt Out, please email us at [email protected] , or contact us at (212) 300-9350.

Right to Know : the right to know what personal information CAIS has collected, including categories of personal information

Right to Delete: the right to delete personal information that CAIS has collected from the consumer, subject to certain exceptions.

Right to Correct: the right to correct inaccurate personal information that CAIS maintains about a consumer.

Right to Opt Out: the right to opt out of the sale personal information.

Right to Limit Use: the right to limit the use of personal information.

Right to Non-Discrimination : the right to not receive discriminatory treatment for exercising data privacy rights under the CCPA.

The Right to Access : You have the right to request CAIS for copies of your personal data.

The Right to Erasure : You have the right to request that CAIS erase your personal data, subject to certain conditions, statutory limits, and prerequisites.

The Right to Data Portability : You have the right to request that CAIS transfer the data that we have collected to another organization, or directly to you, under certain conditions.