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In the course of serving our clients, Realsmart may at different points in time obtain personal information about such clients. 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 your 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 “Realsmart” refers to Realsmart, Inc. and its subsidiaries and affiliates.
The Sources of Information
The personal information we collect about you comes primarily from the platform registration, Realsmart Token purchase and property share purchase applications, or from other forms and materials you submit to Realsmart during the course of your relationship with us. We may also collect information about your transactions and experiences with Realsmart relating to the services Realsmart provides. In addition, depending on the services you require, Realsmart may obtain additional information about you, such as your KYC information.
Finally, in the provision of financial services to you and subject to strict compliance with all applicable laws and regulations, information may be collected about you indirectly from monitoring or other means (e.g. e-mail monitoring). In these circumstances, the information is not accessed on a continuous or routine basis, but it may be used for compliance or security purposes.
The Information We Have about You
If you deal with Realsmart 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 may include (in addition to any other information as may be determined on a case-by-case basis):
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 online account
or to provide services to you. While we make every effort to ensure that all information we hold about our clients is accurate, complete and up to date, we rely on our clients promptly notifying us if there are any changes to their personal information.
Our Use of Your Personal Information
We may use your personal information to:
If your relationship with Realsmart ends, Realsmart will continue to treat your personal information, to the extent we retain it, as described in this policy.
Disclosures of Your Personal Information within Realsmart
In order to provide efficient and reliable services and to improve product and service options available to you, more than one entity within Realsmart may be given, or given access to, your personal information. For example, one Realsmart entity might share your information with another in order to facilitate settlement of your transactions or the maintenance of your accounts, or as part of its arranging for the performance of specialized services such as US and international brokerage, asset management and advisory services. When so sharing your personal information, we adhere to applicable legal and industry standards regarding the protection of personal information. Additional information on how your personal information is protected while within Realsmart is provided below, under Information Security: How We Protect Your Privacy.
Disclosures of Your Personal Information to Third Parties
Realsmart does not disclose your personal information to third parties, except as described in this policy. Third party disclosures may include sharing such information with investment partners (e.g. deal sponsors), other financial institutions (e.g. lenders requiring such information pursuant to regulatory requirements) and/or non-affiliated companies that perform support services for your account or facilitate your transactions with Realsmart, including those that provide professional, legal or accounting advice to Realsmart. Each such third party is required to maintain the confidentiality of such information to the extent received and to use your personal information only in the course of providing the services, and only for `the purposes, dictated by Realsmart.
You should know that Realsmart will not sell your personal information.
Information Security: How We Protect Your Privacy
Realsmart is committed to protecting the privacy and confidentiality of your personal
information. We limit access to your personal information to authorized Realsmart employees or
agents and, as described above in Disclosures of Your Personal Information to Third Parties,
third parties 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:
The following additional information will be of interest to you as a visitor to this site:
Other Privacy Policies or Statements; Changes to Policy; Contact
This policy provides a general statement of the ways in which Realsmart protects your personal information. You may, however, in connection with specific products or services offered by Realsmart, be provided with privacy policies or statements that supplement this policy. This policy may be changed from time to time to reflect changes in our practices concerning the collection and use of personal information. The revised policy will be effective immediately upon posting to our Website. This version of the Policy is effective 4 February, 2021. If you require further information regarding our privacy policies and practices please contact firstname.lastname@example.org.
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