PRIVACY POLICY
Argosy Capital Group, Inc. and its affiliates
The Argosy Funds
This Privacy Policy applies to all clients of Argosy Capital Group, Inc. and its affiliates, and all Limited Partners in the Argosy Funds. We refer to Argosy Capital Group, Inc., its affiliates, and the Argosy Funds as “Argosy” or “we” in this Privacy Policy. We take precautions to maintain the privacy of personal information concerning the Limited Partners. We have adopted procedures designed to maintain and secure each Limited Partner’s non-public personal information from inappropriate disclosure to third parties. We collect non-public personal information about Limited Partners from the following sources:
- Information received in the subscription materials or other forms; and
- Information about a Limited Partner’s transactions with Argosy and its affiliates.
We do not disclose any non-public personal information about Limited Partners to anyone, other than to our affiliates, employees and agents; to third parties, including government agencies, lenders and regulators, when necessary; to persons who provide services to the Funds such as the Funds’ administrator, legal counsel, and accountants; and otherwise as permitted or required by law or by the Argosy Funds’ Partnership Agreements.
Except as described in the previous paragraph, we restrict access to non-public personal information about Limited Partners to our affiliates, employees and agents who need to know the information to enable us to provide services to Limited Partners.
We maintain physical, electronic and procedural safeguards that comply with federal standards to guard Limited Partners’ non-public personal information, including after they cease to be Limited Partners.
Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
This Privacy Policy notice is intended to serve as a statement of Argosy’s privacy policy as required by law and is not meant to contradict or circumvent any of the provisions of the Argosy Funds’ Partnership Agreements, which provisions shall be controlling as to the matters described herein.
This Policy is subject to change.
If you have any questions or concerns about this Privacy Notice, please contact Melanie C. Lyren, Chief Compliance Officer at 610.971.9685.