PRIVACY POLICY
Last Dated Updated: May 28, 2018
BIRCH FIRST STRATEGIC ADVISORS LLC, a Delaware limited liability company, BIRCH FIRST CAPITAL PARTNERS LLC, a Delaware limited liability company, BIRCH FIRST CAPITAL INVESTMENTS LLC, a Delaware limited liability company, BIRCH FIRST TRUST, a Delaware Statutory Trust, and its affiliates and related companies (each a “PROVIDER” and collectively referred to as “PROVIDERS”) respects the privacy of visitors to this website. This policy describes how and when we gather information from visitors to our website.
We recognize that your relationship with us is based on integrity and the privacy of your personal information. We act responsibly and in your best interest to safeguard and keep private your personal and financial information which may be obtained from you.
We may collect nonpublic personal information about you from information we may receive from you on applications, requests, inquiries, questionnaires, checklists or other forms, including, but not limited to your personal and/or company name, address, telephone number, corporate tax identification or social security number, financial information, banking relationships, lien holders, pending litigation, intellectual property, trade secrets, etc. for the sole purpose of evaluating, providing a service and/or completing a transaction to you.
YOUR PROTECTION
We use the information described above to provide the best possible service when work with you. We may disclose nonpublic personal information in order to provide a service or complete a transaction that you request or authorize, or as otherwise required or permitted by the laws and industry standards that apply to us (e.g. anti-money laundering, regulatory requests). We restrict access to nonpublic personal information about you to employees who need to access the information in order to facilitate a transaction(s) with you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. Our privacy policies and practices will continue to apply to your information even if we are unable to complete a transaction or provide services to you
Please refer back to the Privacy Policy section for notices of changes to our privacy policies or periodic updates of this notice, as required by law.
AGGREGATE DATA
PROVIDER generally may or may not record certain usage information, such as the number and frequency of visitors to this website. This information may include the websites that you access immediately before and after your visit to the website, the Internet browser you are using, and your IP address. If a PROVIDER uses such data at all, it will be on an aggregate basis, and such PROVIDER will not disclose to third parties any information that could be used to identify you personally. Each PROVIDER does not employ cookies.
PERSONALLY IDENTIFIABLE INFORMATION
If you voluntarily submit information to the website or to a company email address, for example, in a request for general information or through the submission of a business proposal or inquiry, a PROVIDER may record and use any personally identifiable information, such as your name, phone number and e-mail address, for reasonable business purposes including, but not limited to, fulfilling your request internally in the Company and/or forwarding such information to third-party consultants and/or contractors whom a PROVIDER whom work for or with a PROVIDER to service the requests and needs of a client or clients in the course of the Company’s ordinary business. PROVIDERS will not use your personally identifiable information for any other purpose without your permission.
PROVIDERS may use internal or external service providers to operate our website and employ other persons to perform work on our behalf, such as sending postal mail and e-mail. These persons may have access to the personally identifiable information you submit through the website or company email, but only for the purpose of performing their duties. These persons may not use your personally identifiable information for any other purpose.
PROVIDERS will not provide any personally identifiable information to any other persons, except if and when required to make disclosures to the government or private parties in connection with a lawsuit, subpoena, investigation or similar proceeding. PROVIDERS can (and you authorize us to) disclose any such information in those circumstances.
NONE of the PROVIDERS are registered Broker Dealers or registered Investment Advisers and DO NOT render accounting, investment, legal or tax advice.