Charleston Equity Partners, LLC and/or its affiliates (“the Company”) may collect nonpublic personal information from investors or prospective investors in the course of its business. The confidentiality and privacy of such information is respected by the Company and a high priority is placed on maintaining the confidentiality and security of such confidential information. This privacy notice explains certain policies and practices that have been put in place to ensure the privacy of such nonpublic personal information.
Confidential information regarding the investors or prospective investors may be collected by the Company from the following sources: information provided verbally, electronically or in writing, including information provided on subscription documents and other forms furnished by the Members; information that is generated in the course of the business of the Company, such as financial statements; and information that may be received from placement agents or third parties.
Generally, the Company will not provide customer information to outside firms, organizations or individuals except in furtherance of the normal course of business of the Company, or as otherwise permitted or required by law. In the ordinary course of business, the Company may provide confidential nonpublic information about the investors or prospective investors to firms that assist it in its business. The Company may provide the name and address of its investors or prospective investors to one or more third party service providers for the purpose of providing financial information to them. The Company will require third party service providers to protect the confidentiality of such confidential nonpublic information and to use the information only for the purpose for which the disclosure is made.
The Company will share information about the investors or prospective investors only with those persons who will be providing services to the Company or as required by law. The Company maintains physical, electronic and procedural safeguards to protect each investor’s or prospective investor’s personal nonpublic information.