Your privacy is our responsibility. We promise to keep your
personal information private and secure. To learn more, please read our PRIVACY POLICY.
SEI ("us", "our" or "we") appreciates that you have provided us
with your personal information and protecting that information is an important
part of how we conduct our business. We believe it is important for you to know
how we treat information about you that we may receive from this site ("Site"
or "online services") or Mobile App. Our online services are not directed to or
intended for individuals under 18 years of age. By visiting this Website, you
are accepting the practices described in this Privacy Policy.
Information takes many forms and includes records stored on
computers and magnetic or optical media, data transmitted across networks or by
fax, and information printed out or written on paper. It can also consist of
work knowledge or concepts and can be represented in material objects.
Specifically, SEI may obtain "Nonpublic Personal Information,"
information about an individual obtained in connection with providing a
financial product or service to the individual for personal, family or
household purposes. As a private client or otherwise in an individual capacity
e.g. relating to a trust or investment vehicle; depending on the jurisdiction,
SEI collects the following types of personal data about you:
You are not required to supply any of the personal data that we
request. However, failure to supply any of the personal data that we request
may result in our being unable to open or maintain your account, provide
services to you or your company, discuss any other opportunities with you or
deal with other matters.
The personal data we collect regarding you comes primarily from
information that you submit to us or that is otherwise captured during the
course of your relationship with us. For clients, we obtain personal data about
you from the forms and documents used when you apply for an account with us,
from your transactions with us and from your access to or use of our products
and services. We also collect personal data when we monitor or record our
communications with you or through use of certain technology as detailed
further below.
We also obtain your personal data from third parties who provide
services to you such as your financial adviser, financial planner, dealer
group, or investment manager. The personal data we obtain through these sources
include personal details, contact details, identification documents, personal
identifier, financial account information, and where permitted by applicable
law and only to the extent needed information relating to political
affiliations, trade union membership or criminal convictions.
Where you are an individual associated with a corporation or
institution with which SEI does business, your personal data will also be
provided to us via that corporation or institution. Such personal data includes
personal and contact details, identification documents and, where permitted by
applicable law and only to the extent needed, information relating to political
affiliations, trade union membership or criminal convictions.
We may use information you provide us through our online
services to:
SEI welcomes online feedback and provides forums for feedback on
www.seic.com.
SEI does not disclose any Nonpublic Personal Information to
third parties, except as permitted or required by law, rules or regulations.
SEI may disclose Nonpublic Personal Information to other financial institutions
with which it has a joint marketing agreement or similar arrangement. Nonpublic
Personal Information may be disclosed to affiliated and nonaffiliated third
parties to enable them to provide business services for SEI, including
marketing services, for us, such as helping to evaluate requests for products
or services, performing general administrative activities and/or assisting in
processing transactions. The affiliated and nonaffiliated third parties are
required to protect the confidentiality and security of this information and to
use it only in accordance with SEI's instructions. In the event that a customer
decides to close an account or otherwise becomes an inactive customer, SEI will
continue to follow its privacy and information security practices.
This website uses session cookies, messages given to a Web
browser by a Web server. The browser then stores the cookie in a text file.
Session cookies are temporary cookies that are automatically deleted whenever
you close all open Web browser windows. Session cookies are used to ensure that
you are recognized when you move from page to page within the site or Mobile
App and that any information you have entered is remembered. Session Cookies do
not collect information from the user's computer. They typically will store
information in the form of a session identification that does not personally
identify the user.
We protect your account information from unauthorized access, to
the best of our ability, by placing it on the most secure portion of our
website. You must enter a unique user name and password as well as an
additional authentication method of your choice each time you want to access
this secure website. Your password should never be shared with anyone. None of
our other clients can access your data, and only a restricted set of our
employees can access your data in order to provide service to you. We upgrade
and maintain our technology on an ongoing basis. Although this website may link
to some external sites, we are not responsible for the privacy practices of
those websites.
We are not allowed to process personal data if we do not have a
valid legal ground. Accordingly, we, will only process and use your personal
data:
SEI maintains physical, electronic and procedural safeguards
that are designed to protect Information. SEI is committed to the following
principles to ensure the confidentiality and protection of Information:
maintaining Information security, taking into consideration business
requirements, risk mitigation, industry practice, and legal and regulatory
requirements; protecting all forms of Information; implementing security
measures that are effective, consistent and cost justified; effective
implementation by management and staff for adherence to policies and
procedures; monitoring advances in security technology to ensure that SEI is
providing an appropriate level of privacy and safety; and, appropriate
reporting of deviations from the policies and procedures or security breaches.
SEI employees are required to protect the confidentiality of
Information and observe policies and procedures in accordance with their job
function. Employees may only access Information when there is an appropriate
reason to do so, such as to administer or offer SEI products and services and
may be subject to disciplinary rules for noncompliance with policies and
procedures. SEI may conduct business in various locations where the laws
conflict with SEI's established policies and/or procedures. In such instances,
SEI will use commercially reasonable efforts to make appropriate modifications
designed to enable SEI's use and treatment of the Information to comply with
local law.
This website is controlled, hosted, operated and administered by
SEI from one or more location situated within the United States of America. By
accessing this website, you are hereby consenting to your Information being
transferred to and processed in the United States. SEI assumes no
responsibility for knowing the geographic location of any user of this website
or for complying with any such jurisdiction's law, rules or regulations
regarding the handling, use and treatment of information such as the
Information.
We reserve the right to modify or supplement this Online Privacy
Policy at any time. Therefore, we recommend that you review this Online Privacy
Policy, updated and posted on this Site or Mobile App, regularly for changes.
The Effective Date of this Online Privacy Policy, as stated above, indicates
the last time this Online Privacy Policy was revised or materially changed.