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 Collected

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.

Personal Data obtained from Other Sources

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.

Use of Collected Information

We may use information you provide us through our online services to:

SEI welcomes online feedback and provides forums for feedback on

Disclosure of Nonpublic Personal Information

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.

Legal Basis for which we will use your Personal Data

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:

Our Security Procedures

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.

Access by persons located outside of the U.S.

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.

Changes to this Privacy Policy

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.