iCapital Network privacy & data

which means the activities for which we determine the purpose and means of processing such personal information.

Contact data , such as your name, residential/postal address, email address, telephone number, and fax number.

Customer Verification Data, such as date of birth, passport number, and other information required for customer verification pursuant to applicable law.

Financial information required to provide the Services, such as your bank account, tax ID, and sources of funds.

general location inferred from IP address (city and state)

the device’s unique identifier (e.g., device type, IMEI, Wi-Fi MAC, IP address)

Internet and Electronic Network Data , such as browsing history and use and interaction with our Site.

Audio and visual recordings of calls you have with us or presentations and webinars you participate in.

Perform our Services and obligations and to enforce our rights under a contractual agreement

To comply with legal and regulatory obligations to which the Financial Product is subject, such as compliance with anti-money laundering and FATCA/CRS or equivalent requirements

To communicate with you, including by responding to your inquiries, sending you information about your relationship or transactions with us, sending legal notices, and to contact you about opportunities we believe may be of interest to you.

To develop internal and external analyses such as market reports, analytical tools, or risk management assessments.

we retain personal information derived from our Financial Services for a minimum period of seven (7) years from the date on which an investor withdrawals/redeems all of its shares or units in the relevant Financial Product

iCapital is headquartered in the United States, and the personal information that we collect and process is retained and stored by us and our service providers in the United States

including through the use of standard contractual clauses as required by the EU and UK when transferring personal data outside the EEA or UK.

Right to Deletion/Erasure : The right to request that we delete/erase your personal information under certain circumstances.

Right to Know : The right to know about what personal information iCapital collects about you

Right to Access : The right to access general categories and/or the specific pieces of personal information we have collected

Right to Correction : The right to request correction of inaccurate personal information about you.

Right to Deletion/Erasure : The right to request that we delete/erase your personal information under certain circumstances.

Right to Data Portability : The right to request that iCapital transfers, to the extent technically feasible, personal information in certain forms and formats.

Right to Object : You have the right to object to the processing of your personal information

iCapital makes personal information available to non-service provider third parties only when individuals have affirmatively agreed to such disclosure