PensionBee Inc. Privacy Policy (5 August 2024)

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

Types of nonpublic personal information (npi) we collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, BiometricData, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, Credit CardNumbers or Information and Identifiers obtained through Cookies and similar technologies. When you are nolonger our customer, we may continue to share your information only as described in this notice.

Parties to whom we disclose information

All investment advisers may need to share personal information to run their everyday business. In the sectionbelow, we list the reasons that we may share your personal information:

For everyday business purposes – such as to process your transactions, maintain your account(s),respond to court orders and legal investigations, or report to credit bureaus;
For our marketing – to offer our products and services to you;
For joint marketing with other financial companies;
For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or
For non-affiliates to market to you.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Protecting confidentiality of current and former clients’ information

To protect your personal information from unauthorized access and use, we use security measures that complywith federal law, including computer safeguards and secured files and buildings.

Federal law gives you the right to limit sharing – opting out

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give youadditional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

Definitions:

Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;

‍Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;

‍Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.

PensionBee Inc. is an investment adviser, registered with the Securities and Exchange Commission. We do not provide in-person advice.PensionBee Inc (Delaware Registration Number SR20241105406 ) is located on 85 Broad Street, New York, New York, 10004. Our email [email protected] and our phone number is (718) 502 9433.