Privacy Notice

Belay Global values investor privacy and does not disclose Non-Public Personal Information to third parties other than as described below.

To facilitate investments and service delivery, we may share Non-Public Personal Information with our affiliates and firms that support our advisory clients. Additionally, we may share information with service providers, including financial institutions with joint marketing arrangements. We require that any entity receiving this information maintains its confidentiality and uses it only for agreed purposes.

Outside of these instances, we do not disclose Non-Public Personal Information to external firms, organizations, or individuals, except as permitted by law and with our administrators, attorneys, accountants, compliance consultants, and auditors.

Access to Non-Public Personal Information is limited to employees who need it for their work. We maintain physical, electronic, and procedural safeguards that meet federal standards to protect Non-Public Personal Information.