Privacy Policy
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, you are accepting the practices described in this Privacy Policy.
Information Collected
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:
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.
This site uses cookies (files sent by us to your computer) and may store 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 “”. 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 may establish links between this Site and websites operated by third parties. Your access to and use of such linked websites is governed by the terms of use and privacy policies of those sites. SEI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites hyperlinked from our Website.
International Users
This Privacy Policy is provided in accordance with and subject to applicable U.S. law. If you decide to continue to access our online services from your location outside the United States, you hereby agree that your use of those services is subject to this Online Privacy Policy and your personal information may be transferred or processed in the United States.
Changes to this Privacy Policy
We reserve the right to modify or supplement this Online Privacy Policy at any time. Therefore, we recommend that you review this Online Privacy Policy, updated and posted on this Site, regularly for changes. The Effective Date of this Online Privacy Policy, as stated above, indicates the last time this Online Privacy Policy was revised or materially changed.

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.
See also: Terms & Conditions.