Privacy

1. SS&C and data privacy

SS&C Technologies Holdings Inc. and its subsidiaries ("SS&C") is committed to protecting personal information and respecting your privacy. Personal information has the meaning given to it under applicable privacy and data protection laws and includes "personal data" as defined in the European General Data Protection Regulation ("GDPR"). This privacy statement describes how we collect, use, share, protect, and otherwise process personal information about you. This privacy statement applies to the personal information that you provide to us: as a visitor to our websites or as a user of our client portals; when you send us personal information in connection with an inquiry about SS&C providing products and services directly to you; as a visitor to our premises; and as a contact at one of our clients, potential clients, suppliers or other business partners.

Notice to Customers of SS&C Clients

Where we collect personal information on behalf of our clients, SS&C acts as a "data processor" (as defined under applicable privacy and data protection laws, including U.S. state privacy laws and GDPR) on behalf of its clients and this privacy statement does not apply. Customers of our clients (e.g. Fund investors or any person providing information in connection with obtaining a product or service from a client of SS&C) should consult directly with the applicable client to obtain a copy of the privacy notice issued by the client as "controllers" (as defined under applicable privacy and data protection laws) which will apply in such instance.

2. What information do we collect from you?

We may collect and process the following information (including personal information) about you:

Information that you give us:

This includes information about you that you give to us by filling in forms on our website (or other forms that we ask you to complete), giving us a business card (or similar), or corresponding with us by telephone, post, email or other means.

It may include, for example, your name, address, email address, work telephone number, mobile telephone number, information about your business relationship with us, information about you necessary to complete anti-money laundering checks in order to comply with requirements relating to anti-money laundering and other legislation applicable to us; and information about your professional role, background and interests.

Information that our website and other systems collect about you:

If you visit our website, it will automatically collect certain information about you and your visit, such as your browser type and version. Our website uses Google Analytics (more info here), a web analytics tool provided by Google, Inc. We may also collect information about the pages on our site that you visit. Our website may also download "cookies" to your device – this is described in our separate cookie statement.

Other information:

We may also collect some information from other sources. For example: If we have a business relationship with the organization that you represent, your colleagues or other business contacts may give us information about you, such as your contact details or details of your role in the organization that you represent. We sometimes collect information from other third parties for anti-money-laundering, background checking and similar purposes.

3. How will we use your information?

We may use your information for the following purposes:

  • To personalize and customize your experience with us;
  • To conduct research and analysis;
  • To fulfil orders and requests for products, services, or information from you or the organization that you represent;
  • To send you marketing communications regarding our products and services;
  • For ordinary business purposes, including to operate and administer the products and services provided by SS&C;
  • To operate, administer and improve our products and services, website, premises, and other aspects of the way in which we conduct our operations;
  • To protect our business from fraud and unauthorized access;
  • To comply with our legal and regulatory obligations;
  • To investigate and resolve disputes and enforce our applicable terms of use/service.

4. Disclosure and international transfer of your information

We may disclose personal information about you to:

  • Other legal entities within SS&C;
  • Third-party service providers who host our website or other information technology systems;
  • Third-party business partners, suppliers, and sub-contractors;
  • Competent regulatory, prosecuting and other governmental agencies;
  • Others, as required by law or with your consent.

These disclosures may involve transferring your personal information overseas. If you are dealing with us within the European Economic Area (or the UK), you should be aware that this may include transfers to countries outside the European Economic Area and/or the UK.

5. How we keep your personal information safe?

We maintain an information security program including internal policies addressing the acceptable use and access to confidential business information and personal information. We maintain physical, electronic and procedural safeguards reasonably designed to guard personal information from unauthorized access, disclosure, alteration or destruction.

6. How long do we keep your personal information?

We will retain your personal information for a period of at least 7 years or longer as required by applicable law. We will delete the personal information that we hold about you when we no longer need it to achieve the purpose of the processing.

7. Your rights

Depending on your region of residence, certain rights may apply to you including:

  • The right to access your personal information;
  • The right to rectify inaccuracies in your personal information;
  • The right to request deletion of your personal information;
  • The right to object to processing.

8. Contact us

Please send questions or requests regarding this privacy statement to the Data Protection Office at SS&C Financial Services (Ireland) Limited, La Touche House, Custom House Dock, I.F.S.C., Dublin 1 D01 R5P3, Ireland or email us at gdpr_dpo@sscinc.com.

12. Changes to this privacy statement

Any changes we make to this privacy statement in the future will be posted to our website.