Privacy Policy

Last updated: July 13, 2025

Longitude Advisors LLC ("BFA", "we", "us", "our") has created this Privacy Policy in line with our commitment to your privacy on our websites and marketing initiatives. The following discloses Longitude Advisors LLC's information gathering, dissemination, and protection practices.

Compliance

If you do not agree to the terms of this Privacy Policy, please do not access or use our websites. If you wish to stop receiving Longitude Advisors LLC marketing materials, please click on the Unsubscribe button within the marketing email you have received from us.

Collection of Information

Longitude Advisors LLC collects information to provide better financial advisory services to our clients and to better understand visitors to our websites and their interests. We collect information in the following ways:

  • Information you actively choose to submit to us (such as your name, email address, company name, title, country) for the purpose of accessing various downloads, viewing specific content, subscribing to BFA newsletters, registering for events, and your preferences in receiving marketing from Longitude Advisors LLC and its third-party partners, as well as your communication preferences. Information we have obtained about you from publicly available sources such as social media, marketing platforms, or events you attended. You will receive marketing communications from us if you have requested information from Longitude Advisors LLC or you or your employer has purchased services from us;
  • Information Longitude Advisors LLC receives from your use of Longitude Advisors LLC websites, such as IP address, browser type, ISP, referring/exit pages, platform type, date/time stamp, number of clicks, domain name, and country/state of all visitors to Longitude Advisors LLC's websites;
  • Location information when you use Longitude Advisors LLC websites, as Longitude Advisors LLC may collect and process information about your location. Longitude Advisors LLC uses various technologies and tools to determine location;
  • Information considered aggregated data, such as statistical or demographic data, which Longitude Advisors LLC may use for any purpose. Aggregated data may be derived from your personal information but is not considered personal information in law as it does not directly or indirectly reveal your identity, unless Longitude Advisors LLC combines or connects aggregated data with your personal information so that it can directly or indirectly identify you;
  • Longitude Advisors LLC collects technical data from various third parties and public sources, such as:
    • analytics providers
    • advertising networks
    • search information providers

Other than as required by law, Longitude Advisors LLC websites do not collect any special categories of personal information about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Longitude Advisors LLC will not collect any information about criminal convictions and offences.

Longitude Advisors LLC will only use your personal information for the purposes for which it was collected, unless it reasonably considers that it needs to use it for another reason that is compatible with the original purpose. If Longitude Advisors LLC needs to use your personal information for an unrelated purpose, Longitude Advisors LLC will notify you and explain the legal basis which allows Longitude Advisors LLC to do so.

Sharing of Information

Longitude Advisors LLC may disclose your personal information to the following categories of recipients:

  • To its group companies, professional advisers, third-party service providers, and partners who provide data processing services to Longitude Advisors LLC (for example, to support the delivery of, provide functionality on, or help to enhance the security of Longitude Advisors LLC websites), or who otherwise process personal information for purposes described in this Privacy Policy or notified to you when Longitude Advisors LLC collects your personal information. A list of Longitude Advisors LLC's current group companies is available upon request.
  • To any competent law enforcement body, regulatory, government agency, court, or other third party where Longitude Advisors LLC believes disclosure is necessary (a) as a matter of applicable law or regulation, (b) to exercise, establish, or defend its legal rights, or (c) to protect your vital interests or those of any other person.
  • To any other person with your consent to the disclosure.

Legal Basis of Processing

If your personal information is protected by EU data protection law, Longitude Advisors LLC's legal basis for collecting and using the personal information described above will depend on the personal information concerned and the specific context in which Longitude Advisors LLC collects it.

However, Longitude Advisors LLC will normally collect personal information from you only (a) where it needs the personal information to perform a contract with you, (b) where the processing is in its legitimate interests and is not overridden by your rights, or (c) where it has your consent to do so. In some cases, Longitude Advisors LLC may also have a legal obligation to collect personal information from you or may otherwise need the personal information to protect your vital interests or those of another person.

If you have questions about or need further information concerning the legal basis on which Longitude Advisors LLC collects and uses your personal information, please contact Longitude Advisors LLC using the contact details provided under the "Contact Details" heading below.

Use of Information

Any information collected by Longitude Advisors LLC will be done in accordance with this Privacy Policy for the purposes of making better business decisions, supporting the activities you choose to engage in, and providing higher quality solutions and services to BFA customers. Longitude Advisors LLC uses your location information to tailor your experience with Longitude Advisors LLC websites. It may also use any non-personal information collected to enhance Longitude Advisors LLC websites, and your IP address for website diagnostics and administration. Longitude Advisors LLC will only retain your personal information for as long as necessary to fulfill the purposes it was collected for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal information, Longitude Advisors LLC considers the amount, nature, and sensitivity of the personal information, the potential risk of harm from unauthorized use or disclosure of your personal information, the purposes for which Longitude Advisors LLC processes your personal information and whether it can achieve those purposes through other means, and the applicable legal requirements.

International Transfers

Longitude Advisors LLC processes information on servers in many countries around the world, and you consent to your personal information being processed on a server located outside the country in which you reside. These countries may have data protection laws that are different from the laws of your country (and, in some cases, may not be as protective). However, Longitude Advisors LLC has taken appropriate safeguards to require that your personal information will remain protected in accordance with this Privacy Policy, including utilizing the European Commission's Standard Contractual Clauses for transfers of personal information between its group companies, which requires all group companies to protect personal information being processed from the European Economic Area to an equivalent standard to that required under European Union data protection law.

Information Security

Longitude Advisors LLC protects your personal information in the same way that it protects its other confidential information, such as storing it on secure servers that only select Longitude Advisors LLC personnel have access to, and by encrypting it to help prevent access by any unauthorized parties. Longitude Advisors LLC has put in place procedures to deal with any personal information breach and will notify you and any applicable regulator of a breach when legally required to do so.

Marketing

As explained above, Longitude Advisors LLC will collect and use your personal data for marketing purposes. Your data will be stored in our CRM system. We will use your data to inform you about BFA products and services we think may be of interest to you and send you our newsletters. For statistical purposes, we will collect information about your response to our emails and our interaction with you to make decisions on future marketing. If you wish to stop our collection and use of this information, please contact privacy@longitudeadvisors.com.

Links

Longitude Advisors LLC websites contain links, plug-ins, and applications to various third-party websites. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. Longitude Advisors LLC has no control over, and is not responsible for, the content, privacy policies, or reliability of such third-party connections. When you leave Longitude Advisors LLC's website, Longitude Advisors LLC encourages you to read the privacy notice and privacy policy of every website you visit.

Your Data Protection Rights

If your personal information is protected by EU data protection law, you have the following data protection rights which you may be able to exercise by contacting Longitude Advisors LLC using the contact details provided under the "Contact Details" heading below:

  • If you wish to request deletion of your personal information, you can do that in the settings of your profile on Profile.omven.com.
  • If you wish to access, correct, or update your personal information, you can do so at any time by contacting Longitude Advisors LLC.
  • In addition, you can object to processing of your personal information, ask Longitude Advisors LLC to restrict processing of your personal information, or request portability of your personal information by contacting Longitude Advisors LLC.
  • You have the right to opt out of marketing communications that Longitude Advisors LLC sends you at any time. You can exercise this right by clicking on the "unsubscribe" or "opt-out" link in the marketing emails Longitude Advisors LLC sends you or by using the relevant opt-out mechanism for non-email-based marketing.
  • Similarly, if Longitude Advisors LLC has collected and processes your personal information based on your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing Longitude Advisors LLC conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent.
  • You have the right to complain to a data protection authority about Longitude Advisors LLC's collection and use of your personal information. For more information, please contact your local data protection authority.

You will not have to pay a fee to access your personal information (or to exercise any of the other rights). However, Longitude Advisors LLC may charge a reasonable fee or refuse to comply with your request if your request is clearly unfounded, repetitive, or excessive. Longitude Advisors LLC tries to respond to all legitimate requests within one month. Occasionally, it may take longer if your request is particularly complex or you have made a number of requests. In this case, Longitude Advisors LLC will notify you and keep you updated.

Cookies

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, some parts of Longitude Advisors LLC websites may become inaccessible or not function properly. For more information about the cookies that Longitude Advisors LLC uses, please see Longitude Advisors LLC's Cookie Policy.

Changes to the Policy

Longitude Advisors LLC reserves the right to modify or amend this Privacy Policy at its own discretion from time to time. The changes can be viewed here or elsewhere on Longitude Advisors LLC websites. Your continued use of Longitude Advisors LLC websites constitutes your acceptance of those changes.

This version was last updated on July 13, 2025, and historic versions can be obtained by contacting Longitude Advisors LLC.

Contact Details

It is important that the personal information Longitude Advisors LLC holds about you is accurate and current. Please keep Longitude Advisors LLC informed if your personal information changes during your relationship with Longitude Advisors LLC. Additionally, if you have any questions about this Privacy Policy, the practices of Longitude Advisors LLC websites, or your interaction with Longitude Advisors LLC via Longitude Advisors LLC websites, please contact:

Longitude Advisors LLC

41 University Drive, Suite 202

Newtown, PA 18940

P: +1-267-759-9000

F: +1-267-759-8989

E: privacy@longitudeadvisors.com