Privacy Policy

Collection of Information

The information we collect about you depends on how you interact with us. In this section, we describe the categories of information we collect and the sources of this information.

Information You Provide to Us

We collect information you provide directly to us. For example, we collect information directly from you when you fill out a form, subscribe to our newsletter, or otherwise communicate with us. The types of information that we collect directly from you include your name, email address, background, contact preference, reason for your enquiry, and any other information you choose to provide.

Information We Collect Automatically

We automatically collect information about your interactions with us or our Services, including:

Device, Usage, and Activity Information: We collect information about how you access our Services, including data about the device and network you use, such as your hardware model, operating system version, mobile network, IP address, browser type, and unique device identifiers. We also collect information such as the route by which you access our Services, access dates and times, and your activity on our Services, such as pages viewed and links clicked.

Analytics Information: We engage others to provide analytics services on our Services. To do this, Patagon and these partners may use analytics technologies to collect information about your use of our Services, including your device identifiers, IP address, web browser and mobile network information, pages viewed, time spent on pages, and links clicked. This information is used to analyze and track data, determine the popularity of certain content, and better understand your activity.

Information We Collect from Other Sources

We obtain information from other sources. For example, we may collect information from identity verification services to onboard you as a customer. This information includes the results of onboarding identity verification checks and access to the identity verification services store of data about you.

Information We Derive

We may derive information or draw inferences about you based on the information we collect. For example, we may make inferences about your approximate location based on your IP address.

Use of Information

We use the information we collect to provide the Services. We also use the information we collect to:

• Maintain and improve the Services
• Develop new products and services
• Personalize your experience with us
• Send you technical notices, and other transactional or relationship messages
• Send you marketing communications (see the Your Choices section below for information about how to opt out of these communications at any time)
• Monitor and analyze trends, usage, and activities in connection with our Services
• Detect, investigate, respond to, prosecute, and help protect against security incidents and other malicious, deceptive, fraudulent, or illegal activity, and help protect the rights and property of Patagon and others
• Comply with our legal and financial obligations
• Create de-identified and aggregate data that cannot reasonably be linked to you

Disclosure of Information

We disclose information about you as described in this Privacy Policy and in the following scenarios:

Vendors and Service Providers. We make personal information available to third party fund administrators who help manage the funds that are part of your investment strategy, and with our vendors, service providers, contractors and consultants who perform services on our behalf, such as companies that assist us with website analytics, web hosting, fraud prevention, customer service, and marketing.

Law Enforcement Authorities and Individuals Involved in Legal Proceedings. We disclose personal information in response to a request for information if we believe that disclosure is in accordance with, or required by, any applicable law, regulation, or legal process, including lawful requests by public authorities to meet national security or law enforcement requirements.

To Protect the Rights of Patagon and Others. We may disclose personal information if we believe that your actions are inconsistent with our user agreements or policies, if we believe that you have violated the law, or if we believe it is necessary to protect the rights, property, and safety of Patagon, our users, the public, or others.

Professional Advisors. We disclose personal information to our legal, financial, insurance, and other professional advisors where necessary to obtain advice or otherwise protect and manage our business interests.

Corporate Transactions. We disclose personal information in connection with, or during negotiations of, certain corporate transactions, including a merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.

Corporate Affiliates. Personal information is disclosed between and among Patagon and our parents, affiliates, subsidiaries, and other companies under common control and ownership.

With Your Consent or at Your Direction. We make personal information available to third parties when we have your consent or you intentionally direct us to do so.

We also disclose aggregated or de-identified information that cannot reasonably be used to identify you.

Data Retention

We store personal information for as long as necessary to carry out the purposes for which we originally collected it and for other business purposes explained in this Privacy Policy.

Your Choices

Communications Preferences

You may opt out of receiving promotional emails from Patagon by following the instructions in those communications. If you opt out, we may still send you non-promotional emails.

International Transfers

Patagon is based in the United States, and we and our service providers process and store personal information on servers located in the United States and other countries. Where relevant, you may request access to any safeguard which we use to transfer your personal information outside of the European Economic Area, the United Kingdom, or Switzerland (although we may need to redact data transfer agreements for confidentiality reasons).

Contact Us

If you have questions about this Privacy Policy, please contact us as follows: