Last modified: June 2019
SEI (“us”, “our” or “we”) appreciates that you have provided us with your
personal information and protecting that information is an important part of how we conduct
our business. We believe it is important for you to know how we treat information about you
that we may receive from this site (“Site” or “online services”). Our online services are
not directed to or intended for individuals under 18 years of age. By visiting this Website,
Information takes many forms and includes records stored on computers and
magnetic or optical media, data transmitted across networks or by fax, and information
printed out or written on paper. It can also consist of work knowledge or concepts and can
be represented in material objects.
Specifically, SEI may obtain “Nonpublic Personal Information,” information about an individual
obtained in connection with providing a financial product or service to the individual for
personal, family or household purposes. As a private client or otherwise in an individual
capacity e.g. relating to a trust or investment vehicle; depending on the jurisdiction, SEI
collects the following types of personal data about you:
- We may collect information during your visit, including the pages you
view, the links you click and other actions taken in connection with SEI Web Properties.
- We also collect certain standard information that your Web browser sends to every Web
site you visit, such as your IP address, browser type, access times and referring Web site addresses.
- In addition, if you wish to receive information from SEI, you will be asked to provide
personal information, such as your email address, name, address and telephone number. We
may also collect demographic information, such as your zip code, preferences and interests.
You are not required to supply any of the personal data that we request. However, failure to
supply any of the personal data that we request may result in our being unable to open or
maintain your account, provide services to you or your company, discuss any other opportunities
with you or deal with other matters.
The personal data we collect regarding you comes primarily from information that you submit
to us or that is otherwise captured during the course of your relationship with us. For
clients, we obtain personal data about you from the forms and documents used when you apply
for an account with us, from your transactions with us and from your access to or use of our
products and services. We also collect personal data when we monitor or record our
communications with you or through use of certain technology as detailed further below.
We recognize the importance of respecting your information and maintaining confidentiality.
SEI Web Properties collects and uses your personal information to deliver the services you
have requested. Uses may include making the sites easier to use by eliminating the need for
you to repeatedly enter the same information; performing research and analysis aimed at
improving our services; and displaying content customized to your interests and preferences.
We know you may be concerned about what we do with the information you provide us. You have
our assurance that we are committed to safeguarding your data and maintaining your privacy
online and we do not sell your information to third parties, unless we have your prior written
consent or are required by law to provide such information.
Use of Collected Information
We periodically also forward to your attention educational information, as
well as material pertaining to our products and services that might be of interest to you.
When you receive newsletters or promotional e-mail from SEI Web Properties, we may use
Web beacons, customized links, or similar technologies to determine whether the e-mail
has been opened and on which links you click, in order to provide you more focused e-mail
communications or other information in the future. You can stop the delivery of future
promotional e-mail from SEI by following the specific instructions set forth in any promotional
e-mail you receive from SEI. You may also have the option of proactively making choices about
the communications you receive from particular SEI Web Properties or services.
Personal Data obtained from Other Sources
If applicable, we have ensured that third parties with whom we contract to
assist us in providing services have agreed to maintain the confidentiality of your data.
Such service providers will only have access to your data as is necessary and are prohibited
from any unlawful use of your data.
information about you, which we can access when you visit our site. We do this in order to
assist in pre-filling forms (so you don't have to enter the same information twice), as well
as direct to you to the last SEI regional site you visited, among other things.
You can accept or decline cookies by modifying your browser settings. To do so, refer to
the instructions for your file management software. Our cookies will include the file name
“@www.seic.com”. By deleting or declining cookies, you may not be able to use some interactive
features or access certain areas of the site that depend on cookies.
Our Security Procedures
At SEI, our goal is to protect your personal information submitted to us through our online services. We maintain reasonable physical, electronic, and procedural safeguards that comply with applicable law to guard nonpublic personal information you have provided to us through our online services. We have internal policies governing the proper handling of consumer information by personnel and requiring third parties that provide support services on our behalf to adhere to appropriate security standards with respect to such information.
Links to Other Sites
SEI welcomes online feedback and provides various services whereby such information can be made available to users of SEI Web Property services, such as but not limited to article ratings and comments. Any communication transmitted to SEI Web Properties or services, or otherwise provided to SEI ("Submission") is understood by both parties to be non-confidential and non-proprietary. SEI has no obligation with respect to any Submission and may freely copy, reproduce, incorporate, distribute, or use such Submission as it wishes. Submissions that are violent, obscene, threatening, defamatory, libelous, or violate the law in any way, are prohibited.