Treasury Curve Privacy Policy

Treasury Brokerage LLC, d/b/a “Treasury Curve”, is committed to protecting your privacy. We have prepared this Privacy Policy to describe to you our practices regarding the personal data we collect from users of our website, located at https://www.treasurycurve.com and the data, text, reports, templates, agreements and other materials that are made available or enabled via our site. This privacy policy applies to all entities affiliated with Treasury Brokerage LLC, including Treasury Technologies, LLC and Treasury Holdings, LLC (collectively, “Treasury Curve”).

Please keep the following information for your records.

Our Commitment to Your Privacy

Treasury Curve has a longstanding policy of protecting the confidentiality and security of information we collect about customers. We will not share nonpublic information about you (“Information”) without your consent, except for specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.

Why We Collect and How We Use Information

We limit the collection and use of Information to the minimum we require to deliver superior service to you. Such service includes maintaining your accounts with us, processing transactions requested by you and administering our business.

How We Gather Information

We get most Information directly from you, when you apply for, access and use financial products and services offered by our firm. We may verify this information or get additional information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, as well as transactions and interactions with our firm or others.

How We Protect Information

Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as to administer our products or services. We also maintain physical, electronic and procedural safeguards to protect Information, which comply with all applicable laws. Employees who violate our Privacy Policy are subject to disciplinary process.

Disclosure of Information

We may disclose any Information to or when we believe it necessary for the conduct of our business, or where law requires disclosure. For example, Information may be disclosed for audit or research purposes, to attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help prevent fraud. In addition, we may disclose Information to third party services providers (i) to enable them to provide business services for our firm, such as performing computer related data maintenance or processing services for our firm, (ii) to facilitate the processing of transactions requested by you, (iii), to assist us in offering products and services to you, or (iv) for credit review and reporting purposes. Except in those specific, limited situations, without your consent, we will not make any disclosures of Information to other companies who may want to sell their products or services to you. For example, we do not sell customer lists and we will not sell your name to a catalogue company. It is the firms’ policy to require all third parties that are to receive any Information to sign strict confidentiality agreements.

Former Customers

Even if you are no longer a customer of our firm, our Privacy Policy will continue to apply.

Access to and Correction of Information

If you desire to review any file we may maintain for your personal Information, please contact us at 877-982-8783 or info@treasurycurve.com. If you notify us that any Information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of disputed Information. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.

Choice and Consent

Treasury Curve’s Choice and Consent is a clickwrap that requires an action from our users to register their informed consent to our Privacy Policy as well as other policies (collectively, “Policies”). The users must click a box that acknowledges that they read, understand and agree to the Policies. This process is part of the Master Subscription Agreement, the new client application and onboarding documents, as well as the Shareholder Services Online Agreement.

Third Party Interactions

During use of the services offered by our firm (our “Services”), you may enter into correspondence with, purchase goods and/or services from, or participate in promotions of suppliers, advertisers or sponsors showing or otherwise making available their goods and/or services on or through the Services. Any such activity, and any terms, conditions, warranties or representations associated with such activity, is solely between You and the applicable third party. You agree that Treasury Curve and its licensors shall have no liability, obligation or responsibility for any such correspondence, purchase or promotion between you and any such third-party.

Third Party Websites

The Treasury Curve site may contain links to third party websites. When you click on a link to any other website or location, you will leave our Site and go to another site, and another entity may collect personal data or anonymous data from you. We have no control over, do not review, and cannot be responsible for, these outside websites or their content. Please be aware that the terms of this Privacy Policy do not apply to these outside websites or content, or to any collection of your personal data after you click on links to such outside websites. We encourage you to read the privacy policies of every website you visit. The links to third-party websites or locations are for your convenience and do not signify our endorsement of such third parties or their products, content or websites.

Further Information

We reserve the right to change this Privacy Policy. We will notify you of any changes to our Privacy Policy by posting the new Privacy Policy here and we will change the “Effective Date” date below. You should consult this Privacy Policy regularly for any changes. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. This notice complies with a recently enacted Federal Law and new SEC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.

Treasury Curve has adopted policies and practices in compliance with applicable law regarding privacy of client information, including, if applicable, the protection of non-public personal information pursuant to the Gramm-Leach-Bliley Act of 1999, SEC Regulation S-P, appropriate banking regulations and/or the Massachusetts Standards for the Protection of Personal Information, and as set forth in Treasury Curve’s Privacy Policy available at http://www.treasurycurve.com/privacy/.

These policies and practices are designed to comply with applicable data security regulations in all material respects, including, but not limited to, the obligation to provide appropriate administrative, technical and physical safeguards reasonably designed to (i) provide for the security and confidentiality of client records and information; (ii) protect against any anticipated threats or hazards to the security or integrity of client records and information; and (iii) protect against unauthorized access to or use of client records or information that could result in substantial harm or inconvenience to any client. If a third party accesses the computer systems of Treasury Curve, or receives or otherwise obtains any Treasury Curve client information, the third party agrees to provide such information protection and security as is commercially and reasonably necessary to prevent the unauthorized use or disclosure of such information or disruption of the computer systems of Treasury Curve or any of its affiliates or service providers. The third party further agrees and acknowledges to maintain records of any unauthorized use of Treasury Curve’s client information, or disruption of the computer systems of Treasury Curve or any of its affiliates or service providers in violation of this Agreement which the third party may discover, and to promptly report the same to Treasury Curve in writing.

Privacy Questions and Contacting Us

If you have any questions or concerns about our Privacy Policy or data practices, or our compliance with applicable law, please contact us at 877-982-8783, by mail at 648 Menlo Avenue, Suite 2, Menlo Park, CA 94025 or via email at info@treasurycurve.com.

Effective Date: This Privacy Policy was last updated December 01, 2021.

Privacy

At Treasury Brokerage, LLC, we take online security and client privacy and confidentiality very seriously. We pride ourselves in being your trusted source for innovative online cash management and will go out of our way not to violate that privilege. Below is a summary of our privacy policies. If you would like more detailed information or have any questions, please feel free to contact us.

Notice of Treasury Brokerage, LLC Privacy Policy

Our Commitment to Your Privacy

Treasury Brokerage, LLC has a longstanding policy of protecting the confidentiality and security of information we collect about customers. We will not share nonpublic information about you (“Information”) without your consent, except for specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.

Why We Collect and How We Use Information

We limit the collection and use of Information to the minimum we require to deliver superior service to you. Such service includes maintaining your accounts with us, processing transactions requested by you and administering our business.

How We Gather Information

We get most Information directly from you, when you apply for, access and use financial products and services offered by our firm. We may verify this information or get additional information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, as well as transactions and interactions with our firm or others.

How We Protect Information

Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as to administer our products or services. We also maintain physical, electronic and procedural safeguards to protect Information, which comply with all applicable laws. Employees who violate our Privacy Policy are subject to disciplinary process.

Disclosure of Information

We may disclose any Information to or when we believe it necessary for the conduct of our business, or where law requires disclosure. For example, Information may be disclosed for audit or research purposes, to attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help prevent fraud. In addition, we may disclose Information to third party services providers (i) to enable them to provide business services for our firm, such as performing computer related data maintenance or processing services for our firm, (ii) to facilitate the processing of transactions requested by you, (iii), to assist us in offering products and services to you, or (iv) for credit review and reporting purposes. Except in those specific, limited situations, without your consent, we will not make any disclosures of Information to other companies who may want to sell their products or services to you. For example, we do not sell customer lists and we will not sell your name to a catalogue company. It is the firms’ policy to require all third parties that are to receive any Information to sign strict confidentiality agreements.

Former Customers

Even if you are no longer a customer of our firm, our Privacy Policy will continue to apply.

Access to and Correction of Information

If you desire to review any file we may maintain for your personal Information, please contact us at at 877-982-8783 or info@treasurycurve.com. If you notify us that any Information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of disputed Information. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.

Further Information

We reserve the right to change this Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. This notice complies with a recently enacted Federal Law and new SEC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.

Treasury Curve has adopted policies and practices in compliance with applicable law regarding privacy of client information, including, if applicable, the protection of non-public personal information pursuant to the Gramm-Leach-Bliley Act of 1999, SEC Regulation S-P, appropriate banking regulations and/or the Massachusetts Standards for the Protection of Personal Information, and as set forth in Treasury Curve’s privacy policy available at http://www.treasurycurve.com/privacy/.  These policies and practices are designed to comply with applicable data security regulations in all material respects, including, but not limited to, the obligation to provide appropriate administrative, technical and physical safeguards reasonably designed to (i) provide for the security and confidentiality of client records and information; (ii) protect against any anticipated threats or hazards to the  security or integrity of client records and information; and (iii) protect against unauthorized access to or use of client records or information that could result in substantial harm or inconvenience to any client.  If the Third Party accesses the computer systems of Treasury Curve, or receives or otherwise obtains any Treasury Curve client information, the Third Party agrees to provide such information protection and security as is commercially and reasonably necessary to prevent the unauthorized use or disclosure of such information or disruption of the computer systems of Treasury Curve or any of its affiliates or service providers. The Third Party further agrees and acknowledges to maintain records of any unauthorized use of Treasury Curve’s client information, or disruption of the computer systems of Treasury Curve or any of its affiliates or service providers in violation of this Agreement which the Third Party may discover, and to promptly report the same to Treasury Curve in writing.

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Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.  |  brokercheck.finra.org

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.

brokercheck.finra.org

1.877.9TCURVE | info@treasurycurve.com