Terms and Policies
| FACTS | WHAT DOES BTG PACTUAL GLOBAL ALTERNATIVES DO WITH YOUR PERSONAL INFORMATION? |
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include but not limited to: your Social Security number or tax ID number, Government issued ID, name, address, e-mail address, date of birth, occupation, citizenship, employment information, assets, income, tax information, investment experience, bank account information, account balances, transaction history, account transactions, wire transfer instructions, financial information including net worth information and information regarding your transactions with us or our affiliates (“Personal Information”). When you are no longer our customer, we continue to share your Personal Information as described in this notice. |
| How? | All financial companies need to share customers’ Personal Information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ Personal Information; the reasons BTG Pactual Global Alternatives chooses to share; and whether you can limit this sharing. |
| Reasons we can share your Personal Information | Does BTG Pactual share? | Can you limit this sharing? |
| For our everyday business purposes – we may share with affiliates and third party service providers engaged in, but not limited to, the following: to process your transactions, maintain and service your account(s), respond to court orders and legal investigations, or report to credit bureaus. | Yes | No |
| For our marketing purposes – to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | Yes | Yes |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes – information about your creditworthiness | Yes | Yes |
| For our affiliates to market to you | Yes | Yes |
| For nonaffiliates to market to you | No | We do not share |
| WHAT WE DO | |
| How does BTG Pactual protect my Personal Information? | To protect your Personal Information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does BTG Pactual collect my Personal Information? | We collect your Personal Information, for example, when you:
We also collect your Personal Information from others, such as credit bureaus, affiliates, or other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing. |
DEFINITIONS
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.
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| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.
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| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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| WHO WE ARE | |
| Who is providing this notice? | BTG Pactual Global Alternatives |
| Questions or to limit our sharing? | Call (212) 293-4600 or email funds@btgpactual.com |
TERMS OF USE
By accessing this website (“BTG Pactual Website”) in the worldwide computer net (“Internet”), you agree to be legally bound by these terms of use / disclaimer. Please also consult the legislation and regulations applicable to your country and/or jurisdiction.
If you do not agree with these Terms of Use and/or Disclaimer, do not proceed to further web pages of the BTG Pactual Website.
These Terms of Use as well as the information and materials contained in the BTG Pactual Website are regularly updated, without prior notice to users. BTG Pactual, thus, invites you to consult its Website on a regular basis. At the end of this text, you will see the date on which this document was last updated.
Except when otherwise specifically expressed, the content of the BTG Pactual Website is distributed by Banco BTG Pactual S.A. and/or by the other companies of Grupo BTG Pactual.
Access subject to the absence of legal local restrictions
The BTG Pactual Website and all information and functionality therein contained are not directed at or intended for use by any person resident or located in any jurisdiction where: (1) the distribution of such information and functionality is contrary to the laws of such jurisdiction; or (2) such distribution is prohibited without obtaining the necessary licenses or authorizations by the relevant branch, subsidiary or affiliate office of BTG Pactual, whenever this is a condition.
Services and Products
The products and services displayed on the BTG Pactual Website may not be eligible for sale or available to residents of certain countries or certain categories of investors. Please consult the applicable terms and conditions, such as sales restrictions or specific key notes for further information.
Any materials available on the BTG Pactual Website have no relationship with the specific investment objectives, financial situation or particular needs of any specific recipient.
Any report available on the BTG Pactual Website is published for information purposes and is not to be construed as a solicitation or an offer to buy and sell securities and/or other financial instruments. Unless specifically stated otherwise, all price information is indicative only. No warranty, whether expressed or implied, is provided in relation to the accuracy, completeness or reliability of the materials, nor are they a complete statement of the securities, markets or developments referred to herein.
The materials should not be regarded by recipients as a substitute for the exercise of your own judgment, and do not eliminate the need to consult professional financial advisors, who should take into consideration your needs and specific objectives in advising you.
Any opinions are subject to change without prior notice, and may differ from or be contrary to opinions expressed by other individuals, areas or groups of BTG Pactual as a result of using different analyses, criteria and interpretations. BTG Pactual is not under any obligation to update the information contained in its Website.
No offer is made
The information contained in the BTG Pactual Website is just for informational purposes. None of the information published on the BTG Pactual Website constitutes a proposal, offer or recommendation to buy or sell any investment products and/or services, or to conclude any legal act of any kind, regardless of its nature.
BTG Pactual does not intend to provide investment, legal or tax advice through the BTG Pactual Website, and does not represent that any securities or services discussed are suitable for any investor.
No investment decision should be based exclusively on the content of the BTG Pactual Website. When making a decision about your investments, you should seek the advice of a professional financial advisor.
Forward-looking statements
The BTG Pactual Website may contain statements that constitute “forward looking statements”. While these forward looking statements may represent judgments and future expectations by BTG Pactual, a number of risks, uncertainties, and other important factors could cause actual developments and results to differ materially from those expected.
BTG Pactual is under no obligation to (and expressly disclaims any such obligation to) update, alter, or correct its forward looking statements whether as a result of new information, future events, or otherwise. These forward looking statements are supplementary, and should not be the only source used by the investor in taking financial decisions. In addition to the information and opinions, the prices indicated are also subject to change, without prior notice.
You are strongly advised to consult a professional financial advisor before taking any investment decision.
No warranty by BTG Pactual
Although the BTG Pactual Website only features information obtained from sources regarded as reliable and well-intentioned, it does not check it independently, and makes no representations or warranties of any kind, whether expressed or implicit, with respect to the information and functionality contained in the BTG Pactual Website, including, but not limited to, the accuracy, correctness, completeness, authenticity, ownership or holding, reliability, use, availability or fitness for a particular purpose.
Investments held by BTG Pactual and/or its employees
BTG Pactual, its subsidiaries and affiliates (collectively “BTG Pactual”) and its employees may have a long or short position in securities, trade on their own behalf or on behalf of third parties (as coordinator or agent) in transactions involving securities, and/or relevant financial transactions of the most varied nature.
They may also offer various products, services, and consultancy to companies issuing securities, their subsidiaries and affiliates, including, but not limited to, issuances of securities, mergers and acquisitions, credit, investments, structured financial products, etc.
No Liability on the part of BTG Pactual
To the fullest extent permitted by law, and under no hypothesis, even if previously informed, shall BTG Pactual or any of its directors, employees or agents have any liability whatsoever as to third parties for any direct or indirect loss, liability, cost, complaints, expenses or damage of any kind, whether in contract or in tort, including negligence, or otherwise, arising out of or related to the use of all or part of these web pages.
Links
The BTG Pactual Website may contain third party content or links to third party websites. These content and links are provided solely for your convenience and information.
BTG Pactual has no control, does not assume any responsibility for, and does not make any warranties or representations as to any third party links and content, such as preciseness, quality, and updating.
BTG Pactual shall not be held liable for third party content or websites linking to or framing the BTG Pactual Website.
Intellectual Property Rights
BTG Pactual, or the applicable third party owner, retains property rights on the information and content (text, information, charts, graphs, logos, etc.) available on the BTG Pactual Website.
Pages from the BTG Pactual Website may only be printed for personal use, and provided that such printouts retain all applicable copyright or other proprietary notices.
All users must not, without exception, modify, copy, transmit, distribute, display, develop, reproduce, publish, license, frame, create derivative works from, transfer or otherwise use in any other way for commercial or public purposes, in whole or in part , any information obtained from the BTG Pactual Website without the prior written permission by BTG Pactual.
Systematic retrieval of content from the BTG Pactual Website to create or compile, directly or indirectly, a database or related product without written permission from BTG Pactual is expressly prohibited.
The logotype and the name BTG Pactual are among the registered and unregistered trademarks belonging to BTG Pactual, even if they are not registered in some jurisdictions.
Except as noted above, you may not use any trademarks belonging to BTG Pactual for any purpose, without the prior and expressed consent, in writing, by BTG Pactual.
Products, brands, expressions, names, company names, and logotypes belonging to third parties and reproduced on the BTG Pactual Website may also be protected by copyright, registration of brands and patents, etc., and should not be used for any purposes, without prior and expressed consent, in writing, of the respective owner.
Electronic Communication (E-Mails)
The Internet is a means of global access Electronic messages (“e-mails”) sent this way are not confidential, nor secure, and may be seen, intercepted, and altered by third parties, or even lost during the sending process.
E-mails may cross national borders, even if both sender and recipient are located in the same country.
For this reason, BTG Pactual provides more secure means of communication other than the Internet. Never use e-mail messages to transmit personal, confidential information, or any information regarding bank accounts.
Always assume that what is posted or circulates on the Internet is public, not secure, and could be lost.
Unless agreed upon in writing, BTG Pactual will not accept any orders or instructions sent via e-mail, or by another electronic message system.
BTG Pactual shall not be liable to you or any third party for any damage incurred in connection with any messages sent to BTG Pactual using ordinary E-mails, or any other electronic message system.
Severability Clause / Non-applicability of a given provision
Should any provision of these Terms of Use be regarded by any competent court or authority as invalid, unlawful or unenforceable in any jurisdiction, that provision shall not be considered as taking part of this disclaimer but shall be judged separately.
Such a finding shall not affect the validity, lawfulness or enforceability of the remainder of these Terms of Use in that jurisdiction, nor shall it affect the validity, lawfulness or enforceability of these Terms of Use in other jurisdictions.
Conflict with additional terms
Certain web pages or areas on the BTG Pactual Website may contain additional and/or specific conditions (collectively “Additional Terms”). In the event of a conflict between these Terms of Use and the Additional Terms, the Additional Terms will prevail for those web pages and areas.