Last Updated July 28, 2023
Use and Collection of Information
Olive collects and stores information from visitors to this Site, including those who register their information or use our services. For example, when you register to use our services, we collect your name, email, your approximate income, and information about your financial advisor and broker. Olive may also access your brokerage account information to provide you with our services; however, Olive limits its access to information that is necessary to provide you with our services.
We may also use information collected about you for our own marketing and internal business purposes, and to communicate with you, unless you have opted not to receive promotional communications in connection with this Site . To serve you better, we may combine information you give us with other information, which is publicly available.
As indicated above, we may also share this information with third party marketing partners that: (i) provide products or services to us; (ii) that help us provide targeted advertising to you (iii) assist us with internal market research; and (iv) perform any of the other activities allowed under this Policy. You may opt out of targeted advertising by exercising your rights as indicated in the “Your Rights” section below.
We may collect and store certain other information automatically whenever you interact with this Site. For example, we may collect your IP address, time zone, browser information, some of the cookies installed on your device, and reference site domain name every time you visit this Site. Electronic files used to record information about how you browse the Site include “web beacons,” “tags,” and “pixels.” We also may collect information regarding customer traffic patterns and site usage. We may use “log files” to collect this type of information, which track additional actions occurring on the site as you navigate through it, including your Internet Service Provider (“ISP”), referring/exit pages, and date/time stamps. We use the information gathered from these files to improve your experience with the site.
You should also be aware that we might disclose specific information about you if required to do so by law, governmental request, process or court order or based on our good faith belief that it is necessary to conform or comply with such law, request or court order or to protect the users of our Sites or the public.
With regard to the collection and use of your personal information, there are certain rights available to you as the data subject. Depending on where you reside, there may be laws or regulations that list these rights specifically.
The section entitled “Use and Collection of Information” above lists the categories of personal information we have collected about residents in the preceding 12 months and how that information is collected. These categories of personal information are as follows:
- Identifiers including name, online identifier, IP address, and email address;
- Internet or other electronic network activity information;
- Inferences drawn from any of the information identified above reflecting your preferences and characteristics.
We use and share this information for the following business and commercial purposes:
- Sharing of your personal information with subsidiaries or group companies and third-party marketing partners & service providers who we use to support our services;
- Sharing your information with our business partners and affiliates; and
- Sharing of your personal information where disclosure is necessary to:
- o Comply with legal process (such as a court order) or other legal requirements of any governmental authority;
- o Protect our rights or property;
- o Protect the interests of users of the Site, other than you, or any other person;
- o Operate or conduct maintenance and repair of our services or equipment;
- o In connection with a sale or dissolution of any of our businesses; or
- o As otherwise permitted by law.
You can opt out of receiving our marketing emails by clicking the link to opt out in the email message itself. Even if you opt out of receiving marketing messages, we will still send you transactional messages. These include responses to your questions or messages related to any purchases you make.
You also have the right to request:
- Access the to your personal information we hold about you;
- Request that we correct any inaccurate personal information we hold about you;
- Request that we delete any personal information we hold about you;
- Restrict the processing of personal information we hold about you;
- Object to the processing of personal information we hold about you; and/or
- Receive any personal information we hold about you in a structured and commonly used machine-readable format or have such personal information transmitted to another company. We may ask you for additional information to confirm your identity and for security purposes, before disclosing information requested to you.
Although we will do our best to honor your request, we may not be able to do so in certain situations where you data is needed or required (e.g., complying with the legal process, record-keeping requirements, or facilitating a transaction upon your request).
Should you wish to request the exercise of your rights as detailed above with regard to your personal information, to the extent required by applicable law, we may need to take steps, including to request additional information from you, to verify your identity. When making your request, please indicate your state of residence and include “Privacy Rights Inquiry” as the subject of the correspondence.
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Third Party Cookies
These cookies are aimed at creating user-related profiles to send commercial messages that meet the preferences shown during the visit, or to improve your navigation experience: while you navigate on our website, these cookies are useful for showing information that may be of interest to you. Third-party cookies are those that have been sent by our trusted third-party companies. These cookies allow you to be provided with our commercial offering on other affiliated websites (retargeting). With third-party cookies, we do not have control of the information provided by the cookie and we do not have access to this data. This information is entirely controlled by those third parties as described in their respective policies. To find out more about these third parties’ cookie, you can review their respective polices and knowingly manage your consent or refusal. For this, we invite you to visit http://youronlinechoices.com.
For more information on cookies and to manage your preferences for third party profiling cookies, please go to http://youronlinechoices.com. Once on the site, by accessing the area “Your Choices” you can: visualize the list of third party companies, our partners, which install cookies on our site; verify the presence and activation status of installed cookies (Status) and manage your consent selectively (On/Off).
The following section details which third party cookies you might encounter through this site:
This site uses Google Analytics, which is one of the most widespread and trusted analytics solution on the web for helping us to understand how you use the site and ways that we can improve your experience. These cookies may track things such as how long you spend on the site and the pages that you visit so we can continue to produce engaging content. For more information on Google Analytics cookies, see the official Google Analytics page.
We also use the Google AdSense service to provide relevant advertising across the web and limit the number of times that a given ad is shown to you. Google AdSense uses a DoubleClick cookie to serve relevant ads. For more information on Google AdSense see the official Google AdSense privacy FAQ.
Additionally, you can opt out of some of these services by visiting the Digital Advertising Alliance’s opt-out portal at: http://optout.aboutads.info/.
We use advertising to offset the costs of running this site and provide funding for further development. The behavioral advertising cookies used by this site are designed to ensure that we provide you with the most relevant advertising where possible by anonymously tracking your interests and presenting similar things that may be of interest.
We also use social media buttons or plugins on this site that allow you to connect with your social network in various ways. For these connections to work the social media sites will set cookies through our site which may be used to connect profiles, enhance your profile on their site, or contribute to the data they hold for various purposes as is more fully outlined in their respective privacy policies. Please take the opportunities to review those policies.
This Site is not intended or directed to anyone under the age of 16. We do not market our services directly to anyone who we know to be under the age of 16, nor do we collect any personal information from anyone who we know to be under the age of 16. If you are under the age of 16, you should use this Site only with the involvement of a parent or guardian and should not submit any personal information to us. If you are aware of any individuals under 16 submitting information on our website, please contact us, using any of the methods set forth in this policy.
The security of your information is very important to us and will only collect personally identifiable information to the extent deemed reasonably necessary to serve you and your requests in view of our legitimate business purposes as set out above.
Olive uses commercially reasonable technical, administrative, and organizational measures to secure the data we hold. Although we implement these and other security measures on our sites, please note that 100% security is not possible.
How to Contact Us About Privacy Matters
If you would like to contact us for any reason concerning our privacy practices, you can reach us by email at firstname.lastname@example.org, by phone at (646) 389-1210 or by mail at:
Olive Advisors Inc.
31 Hudson Yards
New York, NY 10001