Privacy Policy
Effective Date: [05-06-2025]
At Quaker Investment Trust, protecting your privacy and maintaining your trust is of utmost importance to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you interact with our investment services, digital platforms, and affiliated partners.
By engaging with Quaker Investment Trust through our website, telephone, investment platforms, or financial intermediaries, you agree to the practices described in this policy.
1. Information We Collect
We may collect the following types of non-public personal information:
a. Personal Identification Information
- Full name
- Date of birth
- Social Security number or Tax Identification Number
- Government-issued identification
- Signature
- Investment preferences
- Bank account details
- Investment transaction history
- Account balances
- Income and net worth information
- IP address
- Browser type and settings
- Device type
- Usage data when visiting quakerinvestmenttrust.us
2. How We Use Your Information
We use your information to:
- Open, maintain, and service your investment accounts
- Execute investment transactions
- Provide performance reports, statements, and regulatory disclosures
- Verify your identity for compliance purposes (e.g., KYC, AML)
- Provide personalized customer support
- Improve our website and service offerings
- Communicate about investment opportunities, updates, and events
3. Information Sharing
We do not sell your personal information. However, we may share it under the following circumstances:
- a. With Service Providers
To trusted third parties such as custodians, transfer agents, auditors, legal counsel, and IT vendors who assist us in delivering investment services. - b. With Affiliated Partners
Including our fund management partner, Community Capital Management, LLC, for portfolio oversight and compliance purposes. - c. When Required by Law
To regulatory authorities such as the Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) to comply with legal obligations.
4. How We Protect Your Information
We use robust physical, administrative, and technological safeguards to protect your personal data, including:
- Encrypted data transmission via SSL
- Secure servers and firewalls
- Controlled access to sensitive data
- Staff training on data confidentiality and cybersecurity protocols
5. Retention of Information
We retain your personal information only as long as necessary to:
- Fulfill the purposes stated in this policy
- Meet legal and regulatory retention requirements
- Maintain historical investment records
6. Cookies & Online Tracking
Our websites may use cookies and similar technologies to enhance user experience, track website usage, and optimize marketing. You can adjust your browser settings to refuse or delete cookies, but this may impact website functionality.
7. Opt-Out & Communication Preferences
You may opt out of receiving non-essential marketing communications by:
- Clicking the “unsubscribe” link in our emails
- Contacting us directly
- Essential communications related to your account or regulatory updates cannot be opted out of.
8. Children’s Privacy
Our services are not intended for children under the age of 13, and we do not knowingly collect personal data from individuals under that age.
9. State-Specific Privacy Rights
If you are a resident of states with enhanced privacy laws (e.g., California), you may have additional rights under laws like the California Consumer Privacy Act (CCPA), including:
- The right to know what data we collect
- The right to access and delete your data
- The right to limit data sharing
10. Contact Us
If you have questions or concerns regarding this Privacy Policy or the use of your personal data, please contact us
11. Policy Updates
We may update this Privacy Policy from time to time. All changes will be posted on our website with an updated effective date. We recommend reviewing this policy periodically.
Your privacy is our priority. At Quaker Investment Trust, we are committed to building lasting relationships through transparency, integrity, and trust.