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ExpertConnect Global Research (EcGR)

Privacy Policy


We appreciate your interest in ExpertConnect Global Research (“EcGR”). We at EcGR, recognize and appreciate the importance of respecting the privacy of our experts and are committed to safeguarding against unauthorized disclosure of, or access to, personal information of our customers. This Privacy Policy sets forth EcGR's current policies and practices with respect to nonpublic personal information of our experts. By using this Site, you agree to this Privacy Policy. If you do not agree to this Privacy Policy, please do not use the Site.


WHAT INFORMATION IS COLLECTED:


Personal Information

We only collect the personally identifiable information that you provide to us.

If you register for certain Services on this Site, you will be asked to provide certain personally identifiable information as part of the registration process, such as first and last name, e-mail address, telephone number.

We may use personally identifiable information in order to develop, offer, and deliver products and services; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. EcGR may collect nonpublic personal information about you from any of the following sources:

  1. From you or your representative on applications, registrations, or other forms (for example, your name, address, assets and income);
  2. From you or your representative regarding your preferences (for example, based on your activity on our website);
  3. From other sources with your consent or with the consent of your representative (for example, from other institutions such as credit reporting agencies);
  4. From investment activity (for example, your investments in private placements);
  5. From other interactions with EcGR (for example, discussions with our customer service staff or your entry of information into our interactive tools).
  6. From email correspondence from you (we may gather the information in a file specific to you).

Non-Personal Information

We also may collect certain non-personally identifiable information when you visit the Site. This information includes the type of Internet browser and operating system you are using, the domain name of your Internet service provider, the URL that you visited before you came to our Site, the URL to which you next go, and your IP (Internet Protocol) address, pages visited, and average time spent on our Site. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our Site design and functionality. When you use the contact features of the Site, you consent to the review and internal use of your communication by EcGR. We also may use non-personally identifiable information in the aggregate to analyze Site usage and to gather broad demographic information.


Cookies

Like most major websites, EcGR uses cookies on our Site. Cookies are pieces of information that a website transfers to a user's hard drive for record-keeping purposes while visiting a Site. Cookies make using the Internet easier by, among other things, saving your passwords and preferences for you. For example, a cookie lets the Site remember that you've registered, which allows us to speed up your future activities on our Site, and which allows you to enter your password/log in ID less frequently while visiting our Site. Our cookies do not contain any personally identifying information although cookies may enable us to relate your use of our Site to personally identifying information that you previously submitted. For example, it enables us to enhance personalization on the Site, such as calling you by name when you return to our Site. We will always give you the choice of opting out of receiving a cookie by checking the appropriate box. However, if you decide to opt out, your use of the Site may be slowed because you will have to enter your log in ID and password at every session.


HOW WE USE AND DISCLOSE THE INFORMATION

Disclosure of Information: As a general rule, EcGR will not share, rent, sell or otherwise disclose any of your personal information except with your permission. However, EcGR may disclose personal information in the following ways:

  1. In using certain of the services, some of your personal information will be displayed either to other persons or entities whom you designate, or to the public. You may modify the settings on your account to designate to whom certain information is disclosed.
  2. Affiliates, including affiliated services providers;
  3. We may disclose your personal information to our third party contractors, service providers, and agents who perform services for EcGR. These contractors and service providers are permitted to use the personal information only for the purposes of such services.
  4. We may be legally obligated to disclose personally identifiable information to the government, law enforcement officials or third parties under certain circumstances, for example, in response to legal process, court order or a subpoena and tax reporting. We also may disclose such information where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of our Website Terms of Use, abuse of this Site, security breaches of this Site, or as necessary to protect our systems, business, users or others or as otherwise required by law.
  5. We may disclose and transfer your information as part of a merger, acquisition or other sale or disposition of our assets or business.
  6. Other organizations, with your consent or as directed by your representative;
  7. Other organizations, as permitted or required by the laws that protect your privacy (for example, for fraud prevention).

In addition, we may disclose aggregated information to advertisers and for marketing or promotional purposes. In these situations, we do not disclose to these entities any information that could be used to personally identify you.

We require each of the above parties to adhere to our privacy standards and to use this information only for the limited purpose for which it was shared. Individuals interact with us in a variety of ways, and under some of these variations, we may exchange information with parties in addition to those described above.


Security

Except as described above, we do not reveal information about you to third parties. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain reasonable physical, electronic, and procedural safeguards to guard your nonpublic personal information. With respect to information given on the Internet, EcGR uses a variety of proven protections to maintain the security of your online session. This may include the use of firewall barriers, encryption techniques and authentication procedures.


LINKED SITES AND OTHER THIRD PARTIES

This Privacy Policy only addresses the use and disclosure of information we collect from you. The Site, or services on the Site, may contain links to other sites whose information, security, and privacy practices may be different than ours. You should consult the other sites' privacy policies and terms of use since we do not control information that is submitted to, or collected by, these third parties or the content of those linked sites. Once you access another website, you are subject to the privacy policy and terms of use of that site.


Option to Opt-Out

If you have signed up as a Member of EcGR, you may opt-out of membership at your discretion by notifying us of your intention. To do so, please see the “Contact Us” section below.


Modifications

From time to time, we may modify this Privacy Policy. We will notify you about material changes in the way we treat personally identifiable information by placing a notice on our Site. We encourage you to periodically review our Privacy Policy so that you always will know what information we collect, how we use it, and to whom we disclose it. However, we will only use personally identifiable information in accordance with the Privacy Policy that was in effect at the time the information was collected. If at any point we should decide to use that information differently, we will notify users by way of e-mail so that users can approve or disapprove of such use.

We may also share all individual investor information, under joint marketing agreements with nonaffiliated financial services business partners, in order to offer discounts or other special access to products and services.


Terms of Use

Please note that access to and use of the Site and its services are also subject to EcGR’s Website Terms of Use available on the Site.


Contacting us:

If you have any questions or concerns about this Privacy Policy, please contact us at [email protected]