Privacy Policy

IMS Privacy Policy and Notice

Our website address is: imsadvisor.com

As of January 2020

Interfund Management Services, Inc. (IMS) recognizes our clients have the expectation that we will maintain the confidentiality of their nonpublic personal information.  As a result, IMS has adopted this Privacy Policy concerning information that clients or their custodians have provided to us.

We collect nonpublic information about you from the following sources:

  • From you on applications or forms (for example, name, address, Social Security number, birth date, assets, and income).

  • From transactional activity in your account (for example, trading history and balances).

  • From statements provided by you of other financial accounts.

  • From other sources with your consent (for example, your attorney, CPA or other professional).

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required to perform the services you have requested, administer your account with us or as otherwise permitted by law.  

We restrict access to nonpublic personal information about you to those of our employees who need to know that information to provide services to you.  We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information  as set forth in the IMS Physical and Cybersecurity Policies. 

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

 

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Analytics

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.