Privacy Policy
Updated Date: Jan 12, 2024, 12:00 AM
Introduction
Morgan Edge LLC ("Morgan Edge," "we," "our," or "us") maintains strict confidentiality standards for the protection of our institutional and ultra-high-net-worth clients. This Privacy Policy outlines our information practices.
Information Collection
Client Information
Personal identification information
Financial status and investment history
Source of funds documentation
Tax identification details
Investment objectives and preferences
Accreditation status
Corporate or trust documentation
Technical Information
Website access patterns
IP addresses
Device information
Encrypted session data
Information Usage
Primary Purposes
Investment management services
Due diligence processes
Regulatory compliance
Risk assessment
Portfolio management
Client communications
Transaction processing
Regulatory Compliance
Anti-money laundering (AML) verification
Know Your Client (KYC) requirements
SEC reporting obligations
Tax reporting requirements
Information Protection
Security Measures
Enterprise-grade encryption
Multi-factor authentication
Secure data centers
Regular security audits
Access controls
Employee confidentiality agreements
Data Retention
We retain information as required by:
SEC regulations
Federal securities laws
Internal compliance policies
Contractual obligations
Information Sharing
Limited Disclosure
Information is shared only with:
Fund administrators
Auditors
Legal counsel
Regulatory authorities
Banking partners
As required by law
No Commercial Sharing
We do not:
Sell client information
Share data for marketing purposes
Distribute contact lists
Exchange client details with third parties
Terms and Conditions
1. Website Access
1.1 Qualified Investors
Access to detailed investment information is restricted to:
Qualified Purchasers
Accredited Investors
Institutional Investors As defined under federal securities laws.
1.2 Non-Solicitation
Website content does not constitute:
An offer to sell securities
A solicitation of an offer to buy securities
Investment advice
A recommendation to invest
2. Confidentiality
2.1 Proprietary Information
All content is proprietary to Morgan Edge and protected by law.
2.2 Non-Disclosure
Users agree to maintain confidentiality of all information accessed.
3. Investment Terms
3.1 Minimum Investment
$5 million initial investment minimum, subject to adjustment.
3.2 Documentation
Investment requires:
Subscription agreement
Operating agreement
Investor qualification documentation
KYC/AML verification
4. Disclaimers
4.1 Past Performance
Historical returns do not guarantee future results.
4.2 Investment Risks
All investments involve substantial risk of loss.
5. Governing Law
5.1 Jurisdiction
These terms are governed by Washington State law.
5.2 Venue
Exclusive jurisdiction in Seattle, Washington.
Contact Information
Morgan Edge LLC
Seattle, WA 98001
Email: team@morgan-edge.com
Website: https://www.morgan-edge.com
Regulatory Information
Morgan Edge LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.