Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Altegris Portfolio Management, Inc. (dba “Altegris Funds”) is among a group of affiliated companies wholly owned by Genworth Financial, Inc. (NYSE: GNW), and is providing this notice to explain the information collection practices of it and its affiliates, and to provide other important information. Please read this notice carefully to understand what we do.
Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive about you on applications and other forms including subscription documents, questionnaires and online registration forms. This information may include your name, address, telephone number, e-mail address, social security number, income and other financial data, investment experience, etc.
- Information about your transactions with us, our affiliates and others. This includes information about other products you have purchased through Altegris Funds and others, such as information about additions, redemptions, etc.
- Information we receive about you from third parties such as solicitors, brokers, selling agents, product sponsors and clearing firms. This includes information about their review of your investment application for Altegris Funds products that such firms sell.
Disclosure of Your Information
We do not disclose any personal or financial information about you, whether you are our current or former client, without your authorization or direction, except as disclosed below.
We may share information about you with affiliated and nonaffiliated third parties, in order for them to assist us in providing services to you, and otherwise as permitted by law. You may not limit the sharing of this information. However, affiliated and nonaffiliated third parties who receive information about you in order to assist us in providing services to you are restricted from using your information for any other purpose.
If you were referred to us by a non-affiliated investment adviser for consideration of specific investment products and services, we may also share information about you with our affiliates, including Altegris Investments, Inc. and Altegris Clearing Solutions, LLC, in order to possibly identify alternative investments that may serve your investment objectives.
Additionally, we may also disclose the information that we collect about you with certain non-affiliated third party investment advisers with which we have solicitor or joint marketing arrangements. If you are a resident of California, we will not share your information if you notify us that you do not wish us to share this information with non-affiliated third party advisers. A separate document (click here) entitled “Important Privacy Choices for Consumers” is available with this Privacy Notice that provides additional information under California law.
If there is a change to our Privacy Policy, the new policy will be posted on our website, www.altegrisfunds.com with a visible effective date. We must also deliver our policy when you first share your information with us (such as at account opening or online registration), and each year while you are a customer.
Confidentiality and Security
We restrict access to nonpublic personal information about you to those employees and third parties who need to know that information to assist us in providing services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
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