This update adopted as of February 1, 2021
For a printable pdf version of this Policy, click here.
Aperio is committed to the protection of privacy for our users and clients (also referred to as “you” or “your”). Aperio’s core business is asset management, which means we are fully focused on serving the investment interests of our clients. We have no incentive to sell your Personal Information to other parties.
How to Use the Policy
The Policy describes if, when and how your Personal Information is shared and/or disclosed, how we collect and use other information and how we address other privacy matters – such as deletion of your Personal Information upon request, and how to opt-out of marketing communications. We also provide contact information for your questions or concerns.
WHAT DOES APERIO GROUP, LLC DO WITH YOUR PERSONAL INFORMATION?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
|How?||All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Aperio Group chooses to share; and whether you can limit this sharing.|
|Reasons we can share your personal information||Does Aperio Group share?||Can you limit this sharing?|
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes—to offer our products and services to you
|For joint marketing with other financial companies||No||We do not share|
For our affiliates’ everyday business purposes—information about your transactions and experiences
For our affiliates’ everyday business purposes—information about your creditworthiness
|No||We do not share|
|For our affiliates to market to you||No||We do not share|
|For nonaffiliates to market to you||No||We do not share|
|Go to www.aperiogroup.com|
Who we are
Who is providing this notice?
|This notice applies to Aperio Group, LLC ("Aperio Group"). Aperio Group is an indirect wholly-owned subsidiary of BlackRock, Inc.|
What we do
|How does Aperio Group protect my personal information?||To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.|
|How does Aperio Group collect my personal information?||
We collect your personal information, for example, when you
|Why can’t I limit all sharing?||
Federal law gives you the right to limit only
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
Information for Vermont, California and Nevada Customers
Vermont: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account.
California: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law permits it. For example, we may share information with your consent or to service your account. We will limit sharing among our affiliated companies to the extent required by California law. For California consumers, we have additional information regarding your rights under the California Consumer Privacy Act (CCPA) to supplement the information contained in this Policy. Please see our CCPA Privacy Notice.
Nevada: Nevada law requires us to disclose that you may request to be placed on our “do not call” list at any time by calling 415-339-4300. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 89101; phone 1-702-486-3132; or email BCPINFO@ag.state.nv.us.
Information for Individuals Located in Europe
Aperio Group does not operate in the European Economic Area (EEA) and, therefore, any processing of personal information from individuals located in the EEA is incidental. If you are located in the EEA, we will ask for your consent to transfer and store your personal information in the United States. Should you have questions regarding the collection or processing of your personal information, please contact us at email@example.com.
Protecting Children’s Privacy Online
Aperio Group’s marketing and services are not directed to individuals under the age of thirteen (13), and those children should not provide Personal Information through our website or Portal. We do not knowingly collect information from children under 13 without parental consent. For more information about the Children’s Online Privacy Protection Act (COPPA), visit the Federal Trade Commission website.
Privacy Questions, Comments or Feedback?
Please contact us via mail:
Attention: Data Privacy Officer
3 Harbor Drive, Suite 204
Sausalito, California 94965
Email us at firstname.lastname@example.org
We may not respond to automated requests or other requests that do not appear to be legitimate.