Stewards Capital Management’s Policy applies to current and former Stewards Capital Management clients and any other users of any Stewards Capital Management websites. The term “Personal Information” refers to non-public information that personally relates to or identifies you as an individual or entity.
When you sign up to participate on a Stewards Capital Management Site, you may be asked to provide information such as your full legal name, address and date of birth, along with other personal information that is required to verify your identity and fulfill our legal and regulatory requirements. This information will also be used to transact your business and communicate with you. From time to time, we may request additional information to help us further assess your needs and preferences.
The information we collect and maintain about you is provided during the course of your entering into transactions with private issuers who have engaged Stewards Capital Management to provide certain services in the context of a private securities transaction or trading through Stewards Capital Management. This Personal Information, not available publicly, comes from the following sources:
Keeping Information Safe
We limit access to the Personal Information you provide us to those employees who need access to that information to provide you with services related to the transactions you are entering into through the Stewards Capital Management Sites. In keeping with industry standards and practices, we maintain appropriate physical, electronic and procedural safeguards, and controls designed to protect your Personal Information. We have invested in software, systems and procedures aimed at offering you a safe and secure transaction environment and protect your personal, financial and historical transaction information. While no security system is absolutely impenetrable, we plan to constantly review, refine and upgrade our security technology as new tools become available. We will delete your Personal Information when it is no longer needed for these purposes. If we cannot delete it, for technical reasons, entirely from our systems, we will put in place appropriate measures to prevent any further processing or use of the data.
We have security standards and procedures in place designed to prevent unauthorized access to your Personal Information. A key part of this process helps ensure that the Personal Information we have about you is accurate and up to date. If you ever discover inaccuracies in our data or if your Personal Information changes, we urge you to notify us immediately. We only use your Personal Information as appropriate to provide you with quality services and to ensure security. For example, we may use the information collected from you to verify your identity and contact information.
Subject to applicable local law, you have rights regarding your Personal Information, including access, rectification, erasure and blocking, restriction of use, objection to use, data portability, and the lodgment of a claim to your local data protection authority.
We are just as committed to protecting the privacy of our former clients as we are our current clients. If you choose to become an inactive client, your Personal Information will continue to be protected by the privacy policies and principles described in the then-current version of this Policy. Should you redeem or otherwise dispose of your investments with us, Stewards Capital Management will retain your information for regulatory compliance, internal record-keeping, and other legal purposes.
Our mission is clear: to build transparent, familiar investment products that facilitate access to the digital asset class. Information about you and your accounts plays a key role in our ability to succeed in this mission. For example, we use information about you to:
We Limit the Sharing of Information
To protect your privacy, we limit the sharing of your Personal Information outside of Stewards Capital Management. We conduct our business with great respect for the confidential nature of the information being provided. We will not share Personal Information about you except as outlined below:
The following additional information will be of interest to you if you access a Stewards Capital Management Site and/or one of its affiliates’ products or services through one or more of our websites:
Do Not Track Signals
We may authorize certain third parties, including, without limitation, Google Analytics, Chartbeat and Mixpanel, to track usage and collect information about users and their activities on the Stewards
Capital Management Sites.
Email: [email protected]