Protecting Your Privacy
Information That We Collect. “Non-public personal information” is information obtained by us in connection with providing financial services to you. Examples might include the following:
- Information we receive from you to open an account or provide trust or financial services such as address, social security number, assets and income.
- Information Onyx Limited generates to service your account such as investment commitments, capital calls, distributions and quarterly performance reports; and
- Information we may receive from third parties with respect to client accounts such as trade confirmations from brokerage firms and call and distribution notices from private equity partnerships.
Information That We Disclose. We use or share non-public personal information in a limited and carefully controlled manner. Onyx Limited generally does not disclose non-public information about its customers or former customers to anyone, except as required by or permitted by law, unless authorized by you. We may disclose the non-public personal information we collect, as described above, to persons or companies that perform services on your behalf, at our instruction, or on behalf of Onyx Limited, and to other financial institutions with which we have a custodial or co-fiduciary relationship. Instances in which we may be required to share your information include:
Disclosure to companies that provide services necessary to implement a transaction that you request or to service your account such as brokers, accountants, attorneys, or investment fund administrators.
Disclosure to government agencies, courts, parties to lawsuits, or regulators in response to subpoena. In such cases, we will share only the information we are required or authorized to share.