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Privacy Notice

GDPR Aligned Website Privacy Policy

Last Updated: February 2025

Privacy Policy

National Real Estate Advisors, LLC (“National”, “we”, “us”, or “our”) is committed to protecting the privacy of personally identifiable data (“personal data”) of identifiable individuals who visit https://natadvisors.com (the “Site”) and inquire about or use services associated with our business available through our Site (the “Service/s”), or express interest in our business. The privacy of your personal data is important to us at National. This Privacy Policy discloses the privacy practices for National and for its Site, including the type of personal data collected and tracked, how the data is used, and with whom the data is shared.

In order to provide you with Services you may request, it is necessary for us to possess some personal data of yours. Similarly, without some of that data, we cannot inform you about the Services we have available or that you may request (though if you are currently receiving marketing communications from us, you may opt-out of receiving further communications at any time). This Privacy Policy explains our personal data policies and practices. It includes, but is not limited to, explanations of the types of personal data we may collect about you, the purposes for collecting such data, the circumstances under which we may disclose such data to third parties, the measures we take to secure the confidentiality of such data, your rights regarding your personal data, and the way to contact us to exercise those rights.

Amendments to this Privacy Policy will be posted to the Site and/or Services and will be effective when posted. Your continued use of the Services following the posting of any amendment to the Privacy Policy shall constitute your acceptance of such amendments.

Types Of Data We Collect

This section explains the personal data that may be collected when using our Services, and the other data we may receive from other sources. In this Privacy Policy, the term “personal data” refers to the types of data we may collect and use. We obtain non-public personal information about clients/investors from our discussions with you and from documents you deliver to us, including subscription documents as well as in the course of processing withdrawal/redemption requests or any other changes in your investment. This information may include your name, address, e-mail address, social security number or tax identification number, bank or brokerage account numbers, financial situation, subscription commitments, withdrawals, transaction history and other personal information.

Purposes For Collecting Your Personal Data

You may provide your personal data to National in order to fulfill a Service. You are then entering a business relationship with National and are agreeing to the use of that data by National and its applicable worldwide affiliated companies, as stated in this Privacy Policy. We request personal data for a variety of purposes throughout your interaction with National, some of which are listed below:
• Collecting data for our recruiting process;
• Contacting you or your designated representative by phone, email, or mail;
• Providing you or your representative with marketing communications;
• Providing services to you, opening an account for you, or processing a transaction for you, including as is necessary in the course of making investments;
• Processing subscriptions and withdrawals and otherwise administering our funds;
• Fulfilling our legal and regulatory obligations;
• The performance of obligations under any applicable agreements;
• The administrative processes (and related communication) carried out between National in preparing its services;
• Any other purpose that has been notified, or has been agreed, in writing.

Lawful Basis

There is a need to process personal data for the purposes set out in this privacy policy as a matter of contractual necessity, and in the legitimate interests of National to operate their respective businesses. From time to time, National may need to process the personal data on other legal bases, including: to comply with a legal obligation; if it is necessary to protect the vital interests of an investor or other data subjects; or if it is necessary for a task carried out in the public interest. For the purposes listed above, National is relying on performance of a contract necessity and legitimate interests.
A failure to provide the personal data requested to fulfill the purposes described in this Privacy Policy may result in National being unable to provide the services in connection with the terms of the subscription agreement.

Restricted Use Regarding Minors

This Site is not intended or designed to be used by children under the age of 13. We do not collect personal data from any person we know to be under the age of 13 and instruct children under 13 not to send us any data.

Data Storage And Retention

Your personal data will be retained only for as long as the data is needed to fulfill the purposes for which it was collected and processed. We reserve the right to retain and use your personal data for as long as necessary to comply with our legal and regulatory obligations and business requirements and/or to resolve ongoing disputes and enforce our agreements.
Recruitment-related data will be retained for 2 years if the candidate is not hired, and for up to 5 years following the end of employment with National.

Protection Of Personal Data

We maintain physical, electronic, and procedural security measures that comply with applicable legal and regulatory standards to safeguard your personal data. Access to such data is restricted to those employees who are trained in the proper handling of client data and have a legitimate business need to access that data. We follow generally accepted standards to protect the personal data you submit to us, whether that data is in transit or at rest. No method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.

Our Site And Use Of Cookies

We use various technologies to collect other types of information, including personal data, automatically. For example, in order to measure the usefulness and efficiency of our Sites, we automatically track certain information from all visitors to our Sites. The types of information we might track may include the Internet address that you just came from, which Internet address you go to, what browser you are using, your IP address, your internet service provider, date and timestamp information, or clickstream information.

Additionally, like most interactive web sites, we use “cookies” on certain pages of our Sites. “Cookies” are small data files that are stored on your hard drive that store certain information, including certain personal data, accessible to our Sites, such as your password and any information content preferences you may voluntarily set at our Sites. These technologies help us recognize you, customize your experience on the Sites and analyze your use of the Sites to make them more useful to you. For more details, please refer to our Cookie Policy – National Real Estate Advisors.

Automated Decision Making

We do not use automated processing, including profiling, to make decisions that will have either legal or material effects on the individuals from whom we collect and process personal data.

Sharing Your Personal Data

Your personal data may be combined with data we receive from other sources, or it may be provided to other organizations we work with. This section details that sharing of your personal data.

Receiving personal data from Third Parties
We may receive data about you from other sources and combine that data with the personal data we collect directly from you. For example, we may receive payment data from the organization you use to pay us in order to correct our records. Additionally, to promote protection of your identity, we also may collect credit or identity data which we use to help prevent and detect fraud.

Sharing personal data with Third Parties
We do not and will not sell your personal data. If we share your personal data with third parties performing services for us, or acting on our behalf, we will not allow them to use your data for other purposes, and we will contractually require them to protect your data.

We may share your personal data with our affiliates, business partners, and other third parties.
We may do so for the purposes of operating our business, delivering and improving the Services we provide to you, as well as for other legitimate purposes permitted by applicable law such as sending marketing and other communications related to our business.

We may share your personal data with third parties for a variety of additional purposes including, but not limited to:

• Within National and our affiliates and subsidiaries for data processing or storage purposes;
• With business partners and suppliers to provide Services and help facilitate transactions (including processing orders, event registrations, data storage, marketing communications and customer support); or
• In response to a request from law enforcement, government authorities, or other third parties as necessary to comply with legal process or to meet national security requirements.
In addition, we may collect and/or provide aggregate statistics about our Web site and users to other parties.

Transfers Of Personal Data

The regulations which have been put in place to protect your privacy apply throughout the UK and EEA. As explained in the section above, we may send your data to other third parties who are based outside of the UK and EEA, however we will only share your data with them when the following safeguards have been put in place:

• The country we send your data to is deemed to provide an adequate level of protection by the European Commission;
• The data is being transferred between organizations which are engaged in the same economic enterprise, or within our corporate group and we have an agreement in place which sets out how your privacy will be protected;
• The entities we transfer your data to are based in the US and the transfer is necessary for the performance and administration of the contract you have with us.
You can obtain further data on the specific mechanism used by us when transferring your personal data outside of the UK and EEA by emailing dataprivacy@natadvisors.com.

Your Data Subject Rights

You are provided with a number of different rights under the data protection laws in relation to your personal data. These allow you:
• To access your data;
• To request we correct your data;
• To request that we erase your data;
• To object to the processing of your data;
• To request a restriction in the processing of your data;
• To request a transfer of your data;
• To withdraw your consent;
• To lodge a complaint with your supervisory authority.

Questions Or Concerns And Exercising Your Data Subject Rights

If you wish to exercise any of these rights, please email dataprivacy@natadvisors.com. Please note that you will not have to pay a fee to access your personal data or to exercise any of the other rights. We may, however, charge a reasonable fee if your request is clearly unfounded, repetitive or excessive or we may refuse to deal with your request. We may also need to seek further data from you to confirm your identity before we release any personal data. This does not affect your right to make a complaint.

Changes To This Privacy Notice

From time to time, we may update this privacy notice. If revisions are made to the privacy notice, we will update the statement with a new revision date.

 

Canadian Privacy Notice

Last Updated: March 2025

Introduction

Respect for your Privacy

The privacy of your personally identifiable information (“PII”) is important to us at National Real Estate Advisors, LLC (“National”). We are committed to protecting the privacy of that information. Furthermore, the privacy of your PII may be protected by various government laws or regulations.

At the same time, to provide you with services you may request, it is necessary for us to possess some of your PII. Similarly, without some of that information, we cannot inform you about the services we have available or that you may request (though if you are currently receiving information or marketing communications from us, you may opt-out of receiving further communications at any time).

This privacy notice explains our PII policies and practices. It includes, but is not limited to, explanations of the types of PII we may collect, use, or disclose (“process”) about you, the purposes for processing such information, the circumstances under which we may disclose such information to third parties, the measures we take to secure the confidentiality, integrity, and availability of such information, your rights regarding your PII, and the way to contact us to exercise those rights.

PLEASE READ THIS PRIVACY NOTICE CAREFULLY. NATIONAL RESERVES THE RIGHT TO CHANGE THIS PRIVACY NOTICE AT ANY TIME. IF WE DECIDE TO CHANGE OUR PRIVACY NOTICE, WE WILL NOTIFY YOU AND TAKE OTHER STEPS AS REQUIRED BY APPLICABLE LAW AND UPDATE THE DATE LISTED AT THE TOP OF THIS PRIVACY NOTICE. WE ENCOURAGE YOU TO PERIODICALLY REVIEW THIS PAGE FOR THE LATEST INFORMATION ON OUR PRIVACY NOTICE.

Data Privacy Information

Defining Personally Identifiable Information

Various laws and regulations use different terms and definitions for information about individuals that is personal and should be protected. At National, we have chosen to adopt the broader approach to what information must be protected and kept as private as possible. In this notice, “Personally Identifiable Information” (PII) refers to data that could be used, alone or in combination with other data, to identify you as an individual. It can include name, physical address, email address, IP address, date of birth, social insurance number (“SIN”), passwords, credit card or other financial or payment information, and more.

National does not and will not sell or share your PII.

Types of Collected PII

National collects some of your PII. This section describes the categories of PII that are collected, as well as the categories of sources for obtaining that PII, and the purpose for collecting it.

PII Categories

The PII we collect from you consists of the following categories:

  • Identifiers, such as name, contact information, online identifiers, signature, SIN and other government ID numbers.
  • Personal Information such as age, ethnicity, citizenship, religion or creed, marital status, gender.
  • Commercial and financial information, such as records of personal property and financial account information.
  • Professional or employment-related information, such as occupation, education, employer information.
  • Inferences drawn from any of the Personal Information listed above to create a profile about, for example, an individual’s preferences and characteristics.

We will not use or disclose your PII for purposes other than those permitted by law and set forth in this notice.

Sources for PII

The categories of sources of the PII we collect about you are:

  • You: when you visit one of our properties.
  • You or your representative: when interacting with us or our website or when otherwise communicating with us
  • Publicly available information sources
  • Another person or other persons (typically people who know you) who provide referral information about you to us or who use the capabilities we offer on our website to forward an article or other information to you
  • Third parties that provide products and services to you through your relationship with us
  • Third parties that perform services for us or on our behalf

Purpose for Collecting Your PII

The purposes for which we process the PII that we collect depend on our relationship or interaction with you. Nonetheless, National does collect your PII for a variety of purposes including:

  • Managing job applications
  • Maintaining and protecting your accounts with us
  • Contacting you or your designated representative by phone, email, fax, or mail
  • Marketing and advertising
  • Research and analysis
  • Fulfilling our legal and regulatory obligations, including legally required record retention

Retention of Data

The length of time that National holds your PII will vary. The retention period will be determined by the following criteria:

  • The purpose for which National is using your PII – We will need to keep the data for as long as is necessary for that purpose.
  • Legal obligations – Laws or regulation may set a minimum period for which National has to keep your PII.

Our Website and Your PII

Visiting and navigating our website will likely involve some form of usage of your PII. This section details the methods and permissions involved.

Consent to Use Your PII

By visiting our website or completing any of our online forms, you consent to our storing and using your PII for the reasons provided in this notice. You also consent to our using it to reply to your request as well as to contact you in the future, whether or not at your request, to provide you with additional information.

Note that we might also be required to comply with all applicable privacy laws and regulations to record and maintain certain PII from you by monitoring email and other network traffic.

Without some of this information we cannot provide you with the services you may request. If you are currently receiving information or marketing communications from us, however, you may opt out of receiving further communications at any time.

Use of Cookies

Cookies are small pieces of data stored on your device (computer or mobile device) when you visit certain websites. They are widely used to enhance your online experience and collect information about your browsing behavior on the Website.

National uses cookies on our website(s) as provided in our Cookie Policy.

Disclosing Your PII

Your PII may be combined with information we receive from other sources, or it may be provided to other organizations we work with. This section details that transfer of your PII.

Receiving PII from Third Parties

We may receive information about you from other sources and combine that information with the PII we collect directly from you. For example, we may receive payment information from the organization you use to pay us in order to correct our records. Additionally, to promote protection of your identity, we also may collect identity information which we use to help prevent and detect fraud.

Disclosing PII to Third Parties

We may disclose your PII to our affiliates, business partners, and other third parties. We may do so for the purposes of operating our business, delivering and improving the financial services we provide to you, as well as for other legitimate purposes permitted by applicable law such as sending marketing and other communications related to our business.

We also disclose PII for a variety of additional purposes including, but not limited to:

  • Within National and among our affiliates and subsidiaries for (data processing or storage purpose)
  • With business partners and suppliers to provide services and help facilitate transactions (including processing orders, event registrations, data storage, marketing communications and customer support)
  • In response to a request from law enforcement, government authorities, or other third parties as necessary to comply with legal process or to meet national security requirements
  • In the event that we sell any business or asset, or are otherwise involved in a business transaction, in which case we may disclose your PII to the prospective buyer or such business or assets; or if we or substantially all of our assets are acquired by a third party, in which case your information held by us may be one of the transferred assets
  • For any purposes other than which the PII was collected (and other than for the exceptions listed here) only after we have provided you notice and received your consent to disclose the information for that purpose).

Please note that we provide our services from the United States. If you are located outside of the Unites States, information we process, including your PII, may be transferred to, and processed in the United States were it will be subject to United States law.

PII From Minors

We do not offer financial services and products to minors and do not intend to collect PII from children under the age of 13. We follow all local legal requirements with respect to the collection and processing of a minor’s PII.

Your PII Rights

Depending upon the province in which you live, you have various rights with respect to our processing of your PII. These may include:

  • Access: You have the right to request whether we hold PII on you and to request a copy of such information. There are exceptions to this right, so that access may be denied if, for example, making the information available to you would reveal PII about another person, or if we are legally prevented from disclosing such information.
  • Accuracy: We aim to keep your PII accurate, current, and complete. We encourage you to contact us to let us know if any PII is not accurate or changes, so that we can update your PII.
  • Consent Withdrawal: If you have provided your consent to the processing of your PII, you have the right to fully or partly withdraw your consent. Once we have received notification that you have withdrawn your consent, we will no longer process your PII for the purpose(s) to which you originally consented unless there is another legal ground for the processing.
  • Complaints: Although we would rather you speak to us first, if you believe that your PII protection rights may have been violated, you always have the right to lodge a complaint with the applicable supervisory authority, or to seek a remedy through the courts.
  • Rights for Quebec Residents: If you reside in the province of Quebec, in certain circumstances, you may also have: i) the right to request that we cease disseminating your PII, ii) the right to request that we de-index any hyperlink attached to your name that provides access to PII by a technological means; iii) the right to request that we re-index a link providing access to PII; or iv) the right to request that we communicate to you, as well as to any person or body authorized by law to collect such information, any computerized PII collected from you in a commonly used technological format.

You may exercise any of the above rights by calling this toll-free number (1-844-621-0428) or visiting our website (www.natadvisors.com).We generally respond to all access requests within 30 days of the receipt of all necessary information. In circumstances where we are not able to provide access, or if additional time is required to fulfill a request, we will advise you in writing.

We may not release certain types of information based upon exemptions specified in applicable laws. Where possible, we will sever the information that will not be disclosed and provide you with access to the remaining information. Should we be unable to provide access to or disclose PII to you, we will provide you with an explanation, subject to restrictions.

In certain circumstances, such as where the request is excessive or unfounded, we may charge you an administration fee for access to your PII. We may also charge for additional copies. We will advise you of any fees before proceeding with a request.

Contacting Us to Exercise Your PII Rights

You may contact us in order to exercise any of your rights set forth in this privacy notice by calling this toll-free number (1-844-621-0428) or visiting our website (www.natadvisors.com).

 

NATIONAL HEADQUARTERS

900 Seventh Street, NW, Suite 600, Washington, D.C. 20001

MAIN NUMBER 202.496.3370 |FAX NUMBER  202.467.9464

CONTACT US

Privacy Policy | Terms of Use | Accessibility

© 2025 National Real Estate Advisors, LLC. All Rights Reserved

The information and services provided on this web site are intended for persons in the U.S. only

 

 

California Privacy Notice

Last Updated: November 2023

The California Consumer Privacy Act (CCPA) imposes certain obligations on National Real Estate Advisors, LLC (“National,” “we” or “us”) and grants certain rights to California residents (“California Resident,” “you” or “your”) with regard to “personal information.” If you are a California Resident, please review the following information about our privacy practices surrounding how and why we collect, use, disclose and share personal information and your potential rights with regard to your personal information under the CCPA. The rights described herein are subject to exemptions and other limitations under applicable law.

This California-Specific Privacy Policy applies to the desktop and mobile versions of www.natadvisors.com , (together, the “Site”), which provide information about National. Terms used herein have the meaning ascribed to them in the CCPA. We are a “business.”

Introduction

Respect for your Privacy

The privacy of your personal information is important to us at National Real Estate Advisors, LLC (“National”). We are committed to protecting the privacy of that information. Furthermore, the privacy of your personal information may be protected by various government laws or regulations.

At the same time, in order to provide you with services you may request, it is necessary for us to possess some of your personal information. Similarly, without some of that information, we cannot inform you about the services we have available or that you may request (though if you are currently receiving information or marketing communications from us, you may opt-out of receiving further communications at any time).

This privacy statement explains our personal information policies and practices. It includes, but is not limited to, explanations of the types of personal information we may collect about you, the purposes for collecting such information, the circumstances under which we may disclose such information to third parties, the measures we take to secure the confidentiality of such information, your rights regarding your personal information, and the way to contact us to exercise those rights.

The CCPA and Your Personal Data Rights

The CCPA as amended by the California Privacy Rights Act (the “CPRA”)  is a sweeping piece of legislation that grants California residents increased control over their personal data. The CCPA allows consumers to find out what personal information of theirs has been gathered, to request that businesses delete their data, to opt out of having their information sold, and more. It requires affected companies to create processes to comply with and facilitate consumer data requests, to update their privacy policies, and to assure that their vendors comply as well.

This privacy notice provides the details you need to understand your rights under the CCPA, and to exercise those rights. It provides you with the contact information you need to take action regarding the privacy of your data. 

Data Privacy Information

Defining Personally Identifiable Information

Various laws and regulations (including the CCPA) use different terms and definitions for information about individuals that is personal and should be protected. Some laws and regulations consider only very limited types of information to be protected and private. Others include much broader categories.

At National, we have chosen to adopt the broader approach to what information must be protected and kept as private as possible. In this notice, “Personally Identifiable Information” (PII) refers to data that could be used, alone or in combination with other data, to identify you as an individual. It can include name, physical address, email address, IP address, date of birth, social security number, passwords, credit card or other financial or payment information, and more.

National does not and will not sell or share your PII.

Types of Collected PII

National collects some of your personally identifiable information. This section describes the categories of PII that are collected, as well as the categories of sources for obtaining that PII, and the purpose for collecting it.

 PII Categories

The PII we collect from you consists of the following categories:

  • Identifiers, such as name, contact information, online identifiers, Social Security numbers and other government ID numbers
  • Personal Information, as defined in the California customer records law, such as name, contact information, signature, government ID numbers, financial account information, and education and employment information
  • Protected classification characteristics under California or federal law, such as age, ethnicity, citizenship, religion or creed, marital status, gender
  • Commercial information, such as records of personal property
  • Professional or employment-related information, such as occupation, employer information
  • Inferences drawn from any of the Personal Information listed above to create a profile about, for example, an individual’s preferences and characteristics.

Some of the information we collect, such as social security numbers, may be considered sensitive personal information under applicable law. We will not use or disclose your sensitive personal information for purposes other than those permitted by law and set forth in this notice.

Sources for PII

The categories of sources of the PII we collect about you are:

  • Information you provide when you visit one of our properties in California
  • You or your representative when interacting with us or our website or when otherwise communicating with us
  • Publicly available information
  • Another person or other persons (typically people who know you) who provide referral information about you to us or who use the capabilities we offer on our website to forward an article or other information to you
  • Third parties that provide products and services to you through your relationship with us
  • Third parties that perform services for us or on our behalf

Purpose for Collecting Your PII

The purposes for which we use the Personal Information that we collect depend on our relationship or interaction with a specific California resident. Nonetheless, National does collect your PII for a variety of purposes including:

  • Managing job applications
  • Maintaining and protecting your accounts with us
  • Contacting you or your designated representative by phone, email, fax, or mail
  • Marketing and advertising
  • Research and analysis
  • Fulfilling our legal and regulatory obligations, including legally required record retention

Retention of Data

The length of time that National holds your personal data will vary. The retention period will be determined by the following criteria:

  • The purpose for which National is using your personal data – We will need to keep the data for as long as is necessary for that purpose.
  • Legal obligations – Laws or regulation may set a minimum period for which National has to keep your personal data.

Our Website and Your PII

Visiting and navigating our website will likely involve some form of usage of your PII. This section details the methods and permissions involved.

Consent to Use Your PII

By visiting our website or completing any of our online forms, you consent to our storing and using your PII for the reasons provided in this notice. You also consent to our using it to reply to your request as well as to contact you in the future, whether or not at your request, to provide you with additional information.

Note that we might also be required to comply with all applicable privacy laws and regulations to record and maintain certain PII from you by monitoring email and other network traffic.

Without some of this information we cannot provide you with the services you may request. If you are currently receiving information or marketing communications from us, however, you may opt out of receiving further communications at any time.

Use of Cookies

Cookies are small pieces of data stored on your device (computer or mobile device) when you visit certain websites. They are widely used to enhance your online experience and collect information about your browsing behavior on the Website.

National uses cookies on our website(s) as provided in our Cookie Policy.

Disclosing Your PII

Your PII may be combined with information we receive from other sources, or it may be provided to other organizations we work with. This section details that transfer of your PII.

Receiving PII from Third Parties

We may receive information about you from other sources and combine that information with the PII we collect directly from you. For example, we may receive payment information from the organization you use to pay us in order to correct our records. Additionally, to promote protection of your identity, we also may collect identity information which we use to help prevent and detect fraud.

Disclosing PII to Third Parties

We may disclose your PII to our affiliates, business partners, and other third parties. We may do so for the purposes of operating our business, delivering and improving the financial services we provide to you, as well as for other legitimate purposes permitted by applicable law such as sending marketing and other communications related to our business.

We also disclose personal information for a variety of additional purposes including, but not limited to:

  • Within National and among our affiliates and subsidiaries for (data processing or storage purpose)
  • With business partners and suppliers to provide services and help facilitate transactions (including processing orders, event registrations, data storage, marketing communications and customer support)
  • In response to a request from law enforcement, government authorities, or other third parties as necessary to comply with legal process or to meet national security requirements
  • For any purposes other than which the PII was collected (and other than for the exceptions listed here) only after we have provided you notice and received your consent to disclose the information for that purpose)

PII From Minors

We do not offer financial services and products to minors and do not intend to collect personal information from children under the age of 13. We follow all local legal requirements with respect to the collection and processing of a minor’s personal information.

Your PII Rights

The CCPA provides you with certain rights in regard to what we do with your personally identifiable information. This section details those rights, how to exercise them, and what National will do in response.

Disclosure

You have the right to request that we disclose to you, free of charge, the categories and specifics of the PII we collect or disclose about you to a third party for business purposes. We require a verifiable request from you to ensure that it is, in fact, you who is requesting such a PII disclosure.
Your request for disclosure can apply to any such PII mentioned in the previous paragraph for as much as twelve months preceding your request. Be advised that we are not required to disclose such information about the PII we collect about you more than twice in a twelve-month period.

Following our verification of your request, we will disclose to you, unless otherwise restricted by law or regulation, the following PII we collect about you:

  • The categories of personal information we have collected about you
  • The categories of sources from which that personal information is collected
  • The business or commercial purpose for collecting that personal information
  • The categories of personal information about you that we disclosed to third parties for a business purpose and the categories of third parties to whom we disclosed such personal information, as applicable
  • The specific pieces of personal information we collected about you

Deletion of PII

You have the right to request that we delete the PII we have collected from you. Following our verification of your request, we will comply with your request and delete any or all of your PII in our possession that we collected from you and/or any or all such PII in the possession of our service providers, unless otherwise restricted by law or regulation.

We may deny your deletion request if retaining the personal information is necessary for us or our service suppliers to:

  • Complete a transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform our contract with you
  • Detect security incidents; protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for such activities
  • Debug products to identify and repair errors that impair existing intended functionality
  • Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us
  • Comply with a legal obligation
  • Make other internal and lawful uses of that information that are compatible with the context in which you provided it

Correction of PII

You have the right to request that we correct any inaccurate PII we have collected from you. Following our verification of your request, we will comply with your request and make corrections to  any PII in our possession that we collected from you and/or any or all such PII in the possession of our service providers, unless otherwise restricted by law or regulation.

Authorized Agents

You may designate an authorized agent to make a request under the CCPA on your behalf, provided that you provide a signed agreement verifying such authorized agent’s authority to make requests on your behalf, and we may verify such authorized person’s identity using the procedures above.

Non-Discrimination for Exercising Your PII Rights

We follow the requirements of California Civil Code §1798.125, and will not discriminate against any consumer who exercises the rights set forth in this privacy notice.

Contacting Us to Exercise Your PII Rights

You may contact us in order to exercise any of your rights set forth in this privacy notice by calling this toll-free number (1-844-621-0428) or visiting our website (www.natadvisors.com).