Dynamic Life Capital LLC Privacy Policy
This Privacy Policy explains the manner in which Dynamic Life Capital LLC (Dynamic Life) collects, utilizes and maintains nonpublic personal information about its Investors (as defined below), as required by federal laws, rules and regulations. Dynamic Life refers to each investment program, partnership, limited liability company, separate account or private fund (collectively, the “Fund” or “Funds”) for which Dynamic Life or any affiliate serves as general partner, managing member, trading member, portfolio manager or investment manager. As noted above, this Privacy Policy only applies to products and services provided by Dynamic Life to individuals or institutions regarding investments in the Fund (collectively, the “Investors”).
Dynamic Life collects information, some of which may be personal, about its Investors from the following sources: Offering memorandums, subscription forms, investor questionnaires, account forms and other information provided by Investors in writing, in person, by telephone, electronically or by any other means. The type of nonpublic personal information that Dynamic Life may collect from the foregoing sources includes, among others, name, address, social security number or tax identification number, employment information, financial and/or income information, beneficiary contact details and investment qualifications. Dynamic Life may share nonpublic personal information about its Investors or potential Investors with affiliates as permitted by law. Dynamic Life does not disclose nonpublic personal information about its Investors or potential Investors to nonaffiliated third parties, except as permitted by law (for example, to service providers who provide services to the Investor, the Investor’s account or the Fund). Dynamic Life may share nonpublic personal information with its affiliates without an Investor’s consent. In addition, Dynamic Life may share nonpublic personal information with unaffiliated parties in the following situations, among others:
- to comply with federal, state or local laws, rules and other applicable legal requirements;
- to comply with a properly authorized civil, criminal or regulatory investigation or subpoena or summons by federal, state or local authorities;
- in connection with a proposed or actual sale, merger, or transfer of all or a portion of the business or the Fund in which you are invested;
- to protect against or prevent actual or potential fraud, unauthorized transactions (such as money laundering), claims or other liabilities;
- for the purpose of compliance with anti-money laundering laws and anti-terrorist due diligence or federally mandated reporting requirements;
- to service providers of the Fund in which you are invested in connection with the administration and operations of the Fund, which may include brokers, attorneys, accountants, auditors, administrators or other professionals;
- to process or complete transactions requested by an Investor; and
- upon consent of an Investor to release such information, including authorization to disclose such information to persons acting in a fiduciary or representative capacity on behalf of the Investor.
To further your personal right to privacy you have the additional rights:
- The right to know what personal information is being collected about you;
- The right to know whether your personal information is sold or disclosed and to whom;
- The right to stop the sale of personal information;
- The right to have collected personal information deleted; and
- The right not to be discriminated against for exercising your rights.
To the extent permitted by law, you have the right to opt-out of our disclosing nonpublic personal information to nonaffiliated third parties by contacting us at inquiries@dynamiclifecap.com We will without charge comply with your request within 45 days or sooner and not later than 90 days when due to the complexity of the request. Former Customers and Investors: This same Privacy Policy applies to former Investors. Protection of Investor Information: Dynamic Life maintains physical, electronic and procedural safeguards that comply with applicable federal and state standards to protect customer information. Dynamic Life restricts access to the personal and account information of Investors to those advisory persons who need to know that information in the course of their job responsibilities. Dynamic Life will destroy, erase or make unreadable data, computer files and documents containing nonpublic personal information prior to disposal. When disposing of paper records containing confidential Investor information our staff is trained to use an electronic shredder or destruction locked box.
Further Information: Dynamic Life reserves the right to change this privacy policy at any time. The examples contained within this policy are illustrations and are not intended to be exclusive. This policy complies with federal law regarding privacy issues. You may have additional rights under other foreign or domestic laws that may apply to you. If you have any questions about this privacy policy, please call us at (800) 393-8965. Our Form ADV Part 2A: A complimentary copy of the firm’s Form ADV Part 2A is available to you upon written request. Please submit all written requests to inquiries@dynamiclifecap.com. Dynamic Life is committed to protecting privacy and maintaining the confidentiality and security of personal information. As noted above, this Privacy Policy only applies to products and services provided by Dynamic Life.