Our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Paragon Investing will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
This Application collects some Personal Data from its Users.
Personal Data collected for the following purposes and using the following services: 1. Help design and implement the investment and related services we provide you; 2. Google Analytics, other analytics; 3. Personal Data: Cookies; Usage Data
Contact information Owner and Data Controller Paragon Investing, LLC
Owner contact email: [email protected] Latest update: October 12, 2020
Our policy about obtaining and disclosing information may change from time to time.
Paragon Investing, LLC (hereinafter referred to as the "Company") shall comply with all applicable laws, ordinances, and other regulations regarding the protection of personal information, and has established its own independent rules and systems taking both domestic and international trends into consideration with regard to personal information belonging to the Company's customers, business contacts, and other involved parties, which will be used only for specific operational purposes. The Company has established the following privacy policies and hereby declares that they execute and adhere to these policies at all times. The Company shall establish its own rules for the handling of personal information, thoroughly remind the Company's executives and regular employees, including full-time workers, temporary workers, part-time workers, and dispatched workers, of such rules, and routinely improve and maintain the rules appropriately. The Company shall collect, use, and provide personal information appropriately and only within the scope necessary for fair business operations. The Company shall take adequate IT security measures, such as those for unauthorized accesses, computer viruses, and other problems in order to prevent personal information from being lost, destroyed, altered, or leaked. The company shall comply with the laws, ordinances, and other regulations related to the protection of personal information. The Company shall continuously endeavor to review and improve its activities regarding the protection of personal information.
Our clients have the right to access, correct and delete personal data relating to them, and to object to the processing of such data, by addressing a written request, at any time. The Company makes every effort to put in place suitable precautions to safeguard the security and privacy of personal data, and to prevent it from being altered, corrupted, destroyed or accessed by unauthorized third parties. However, the Company does not control each and every risk related to the use of the Internet, and therefore warns the Site users of the potential risks involved in the functioning and use of the Internet. The Site may include links to other web sites or other internet sources. As the Company cannot control these web sites and external sources, the Company cannot be held responsible for the provision or display of these web sites and external sources, and may not be held liable for the content, advertising, products, services or any other material available on or from these web sites or external sources.
You can view or edit your personal data online for many of our services. You can also make choices about our collection and use of your data. How you can access or control your personal data will depend on which services you use. You can choose whether you wish to receive promotional communications from our web site by email, SMS, physical mail, and telephone. If you receive promotional email or SMS messages from us and would like to opt out, you can do so by following the directions in that message. You can also make choices about the receipt of promotional email, telephone calls, and postal mail by updating contact information, manage contact preferences, opt out of email subscriptions, and choose whether to share your contact information with our partners. These choices do not apply to mandatory service communications that are part of certain web site services.
Our website and forms collects data to operate effectively and provide you the best experiences with our services. You provide some of this data directly, such as when you create a personal account. We get some of it by recording how you interact with our services by, for example, using technologies like cookies, and receiving error reports or usage data from software running on your device. We also obtain data from third parties (including other companies). For example, we supplement the data we collect by purchasing demographic data from other companies. We also use services from other companies to help us determine a location based on your IP address in order to customize certain services to your location. The data we collect depends on the services and features you use.
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
Why We Collect Your Information
We gather information about you so that we can:
1. Help design and implement the investment and related services we provide you;
2. Comply with the Federal and State laws and regulations that govern us.
Our web site uses the data we collect for three basic purposes: to operate our business and provide (including improving and personalizing) the services we offer, to send communications, including promotional communications, and to display advertising. In carrying out these purposes, we combine data we collect through the various web site services you use to give you a more seamless, consistent and personalized experience. However, to enhance privacy, we have built in technological and procedural safeguards designed to prevent certain data combinations. For example, we store data we collect from you when you are unauthenticated (not signed in) separately from any account information that directly identifies you, such as your name, email address or phone number.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
1. Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
2. Information that we generate to service your financial needs.
3. Information that we may receive from third parties with respect to your financial profile.
We share your personal data with your consent or as necessary to complete any transaction or provide any service you have requested or authorized. For example, we share your content with third parties when you tell us to do so. When you provide payment data to make a purchase, we will share payment data with banks and other entities that process payment transactions or provide other financial services, and for fraud prevention and credit risk reduction. In addition, we share personal data among our controlled affiliates and subsidiaries. We also share personal data with vendors or agents working on our behalf for the purposes described in this statement. For example, companies we've hired to provide customer service support or assist in protecting and securing our systems and services may need access to personal data in order to provide those functions. In such cases, these companies must abide by our data privacy and security requirements and are not allowed to use personal data they receive from us for any other purpose. We may also disclose personal data as part of a corporate transaction such as a merger or sale of assets.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our brokerage, custodian, clearing firm or independent contractors hired by Paragon Investing LLC.