Your Privacy Is Important to Lucid Global Partners
In the course of serving you as a partner, individual client, or as someone associated with a corporate or institutional client, Lucid Global Partners may obtain personal information about you. Obtaining this information is important to our ability to deliver the highest level of service to you, but we also recognize that you expect us to treat this information appropriately.
This policy describes the types of personal information we may collect about you, the purposes for which we use the information, the circumstances in which we may share the information and the steps that we take to safeguard the information to protect your privacy. As used throughout this policy, the term "Lucid Global Partners" refers to Lucid Global Partners, LLC and its affiliates worldwide.
Lucid Global Partners respects the privacy of visitors to this website. This policy describes how and when we gather information from visitors to our website.
We generally record certain usage information, such as the number and frequency of visitors to this website. This information may include the websites that you access immediately before and after your visit to our website, the Internet browser you are using, and your IP address. If we use such data at all, it will be on an aggregate basis, and we will not disclose to third parties any information that could be used to identify you personally. We do not employ cookies.
Personally Identifiable Information
The personal information we collect about you comes primarily from the forms and materials you submit to Lucid Global Partners during the course of your relationship with us. If you voluntarily submit information to our website, for example, in a request for general information or through the submission of a business proposal, we may record and use any personally identifiable information, such as your name, phone number and e-mail address, for reasonable business purposes including, but not limited to, fulfilling your request. We may also collect information about your transactions and experiences with Lucid Global Partners relating to the services Lucid Global Partners provides. In addition, depending on the services you require, Lucid Global Partners may obtain additional information about you, such as your credit history, from consumer reporting agencies. We will not use your personally identifiable information for any other purpose without your permission.
We may use internal service providers to operate our website and employ other persons to perform work on our behalf, such as sending postal mail and e-mail. These persons may have access to the personally identifiable information you submit through the website, but only for the purpose of performing their duties. These persons may not use your personally identifiable information for any other purpose.
Subject to strict compliance with all applicable laws and regulations, information may be collected about you indirectly from monitoring or other means (e.g. recording of telephone calls and monitoring e-mails). In these circumstances, the information is not accessed on a continuous or routine basis, but it may be used for compliance or security purposes.
We will not provide any personally identifiable information to any other persons, except if we are required to make disclosures to the government or private parties in connection with a lawsuit, subpoena, investigation or similar proceeding. We can (and you authorize us to) disclose any such information in those circumstances.
The Information We Collect
If you deal with Lucid Global Partners in your individual capacity (e.g. as a private client), or as a settlor/trustee/beneficiary of a trust, or as an owner or principal of a company or other investment vehicle established to invest on your behalf or on behalf of your family, etc., the typical information we collect about you would include:
• Your age, occupation and marital status;
• Extensive financial information, including source of wealth, investment experience and objectives,risk
tolerance and, in certain jurisdictions, representations required under applicable law or regulation concerning
your financial resources;
• A head and shoulders photograph from, as applicable, your passport, national identity card or
driver's license, as required by laws and regulations addressing due diligence and related matters; and
• A personal identifier such as, depending on your country of residence, your Social Security Number,
National Insurance Number, Tax File Number, etc.
If you are an employee/officer/director/principal, etc. of one of our corporate or institutional clients, the typical information we collect about you personally would include:
• Your role/position/title and area of responsibility; and
• Certain identifying information (e.g. passport photo, etc.) as required by laws and regulations addressing
money laundering and related matters.
Of course, you are not required to supply any of the personal information that we may request. However, failure to do so may result in our being unable to open or maintain your account or to provide services to you. While we make every effort to ensure that all information we hold about you is accurate, complete and up to date, you can help us considerably in this regard by promptly notifying us if there are any changes to your personal information.
Our Use of Your Personal Information
We may use your personal information to:
This may include sharing such information internally as well as disclosing it to third parties, as
described in the following two sections, respectively;
• Contact you or, if applicable, your designated representative(s) by post, telephone, electronic mail, facsimile,
etc., in connection with your relationship and/or account;
• Provide you with information (e.g., market research), recommendations, or advice concerning services
offered by Lucid Global Partners; and
• Facilitate our internal business operations, including assessing and managing risk and fulfilling our legal and
If your relationship with Lucid Global Partners ends, Lucid Global Partners will continue to treat your personal information, to the extent we retain it, as described in this policy.
Disclosures of Your Personal Information to Third Parties
Lucid Global Partners does not disclose your personal information to third parties, except as described in this policy. Third party disclosures may include sharing such information with non-affiliated companies that perform support services for your account or facilitate your transactions with Lucid Global Partners, including those that provide professional, legal or accounting advice to Lucid Global Partners. Non-affiliated companies that assist Lucid Global Partners in providing services to you are required to maintain the confidentiality of such information to the extent they receive it and to use your personal information only in the course of providing such services and only for the purposes that Lucid Global Partners dictates.
We may also disclose your personal information to fulfill your instructions, to protect our rights and interests and those of our business partners or pursuant to your express consent. Finally, under limited circumstances, your personal information may be disclosed to third parties as permitted by, or to comply with, applicable laws and regulations; for instance, when responding to a subpoena or similar legal process, to protect against fraud and to otherwise cooperate with law enforcement or regulatory authorities or with organizations such as exchanges and clearinghouses.
You should know that Lucid Global Partners will not sell your personal information.
Information Security: How We Protect Your Privacy
Lucid Global Partners is committed to protecting the privacy and confidentiality of your personal information. We limit access to your personal information to authorized Lucid Global Partners employees or agents and, as described above in Disclosures of Your Personal Information to Third Parties, our service providers are held to stringent standards of privacy. We also maintain physical, electronic and procedural safeguards to protect the information against loss, misuse, damage or modification and unauthorized access or disclosure. Some of the other central features of our information security program are:
• Testing of the security and operability of products and services before they are introduced to the Internet,
as well as ongoing scanning for publicly known vulnerabilities in the technology;
• Internal and external reviews of our Internet sites and services;
• Monitoring of our systems infrastructure to detect weaknesses and potential intrusions;
• Implementing controls to identify, authenticate and authorize access to various systems or sites;
• Protecting information during transmission through various means including, where appropriate, encryption; and
• Providing Lucid Global Partners personnel with relevant training and continually updating our security
practices in light of new risks and developments in technology.
Restrictions on Use
Any person using this website is permitted to copy and print individual website pages for non-commercial purposes. Users may also copy or print minimal copies of any research or reports posted on the site solely for informational, non-commercial use. These copies must not alter the original website content, including all legal notices and legends. Our prior permission is required for (i) any commercial use of materials on this website; (ii) making more than minimal copies of website materials; and (iii) copying large portions of our website, such as by bots, robots or spyders that "harvest" the website. If you seek permission for such use of our website, please contact us at firstname.lastname@example.org.
Linking and Framing
We do not permit others to link to or frame this website or any portion thereof.
All content included on this website, such as graphics, logos, articles and other materials, is the property of our organization or others and is protected by copyright and other laws. All trademarks and logos displayed on this website are the property of their respective owners, who may or may not be affiliated with our organization.
As our website indicates, we welcome your questions about us and our services. Please be advised that any comments, suggestions, ideas or other information that you send to us through our website will not be treated as confidential, and that we will own and have the right to use them as we choose, without payment to you.
Due to the global nature of the Internet, this website may be accessed by users in countries other than the United States. We make no warranties that materials on this website are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use this website, then you should not do so. Those who choose to access this site outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations.
Limitations of Liability
We are not responsible for any damages or injury, including but not limited to special or consequential damages, that result from your use of (or inability to use) this website, including any damages or injury caused by any failure of performance, error, omission, interruption, defect, delay in operation, computer virus, line failure, or other computer malfunction. You acknowledge that we provide the contents of this website on an "as is" basis with no warranties of any kind. Your use of this website and use or reliance upon any of the materials on it is solely at your own risk.