Investment Advisers are required by Federal law to inform their clients of their policies regarding privacy of client information. ShariaPortfolio, Inc. (the “Firm”) appreciates the trust our clients place in us, and we recognize the importance of protecting the confidentiality of non-public personal information that we collect from them through our business relationships.
Information Sources
The Firm collects non-public personal information from the following sources:
- Investment Management Agreements
- Client Applications (including account applications and due diligence questionnaires)
- Records of accounts under management
- Other forms, correspondence, and communications between the Firm and its clients
Information Collected
The types of non-public personal information the Firm may collect include:
- Name, address, social security number, and date of birth
- Assets, income, and investment objectives
- Transactions and investments (including account values and transaction history)
- Other information useful to providing financial services
Safeguarding Your Information
We maintain administrative, physical, and electronic safeguards to protect non-public personal information. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Disclosure Practices
The Firm may disclose non-public personal information to employees, independent contractors, or other third parties with whom we have contracted to perform services on our behalf, such as brokerage, legal, accounting, compliance, and data processing services, as well as in order to comply with legal and regulatory requests made to us, and to assist with law enforcement, investigations, complaints, regulatory requests, litigation, arbitration, mediation, and other legal processes.
Our Privacy Policy includes no right to disseminate non-public personal information about our clients and former clients to any external or third party for marketing or other purposes not directly related to servicing your account.
Changes to Our Privacy Policy
The Firm will provide advance notice of any material changes to its information sharing practices prior to implementing those changes.
Website Data Collection
ShariaPortfolio, Inc. does not collect personally identifiable information about you when you visit our website, unless you voluntarily provide it to us through the Contact page or by sending us an email.
We use service providers to gather non-identifying website analytics, including internet addresses that bring visitors to our website, IP addresses, statistics about which pages are most often visited, dates and times of visits, duration of page visits, general geographic information, and types of browsers and devices used to access our website. Cookies may be disabled through your browser configuration settings.
California Residents
We will not share information we collect about you with nonaffiliated third parties, except as permitted by law. California residents have rights under the California Consumer Privacy Act (CCPA) to:
- Request information about personal data collected and how it is processed
- Obtain specific personal information collected in the preceding 12 months
- Request deletion of certain personal information
- Opt out of third-party disclosures under certain circumstances
- Avoid discrimination for exercising these rights
Nevada Clients
We will not share information we collect about you with nonaffiliated third parties, except as permitted by law. We will not share information about your creditworthiness with our affiliates, as applicable, other than as permitted by Nevada law, unless you authorize us to make those disclosures.
Vermont Residents
We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. We will not share information about your creditworthiness with our affiliates, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
Questions
If you have questions about this Privacy Policy or would like to exercise your privacy rights, please contact us at info@shariaportfolio.com or by phone at (888) 425-2578.
ShariaPortfolio, Inc.
1331 S. International Pkwy, Ste. 2291
Lake Mary, FL 32746