This Privacy Statement discloses the privacy practices for HazelTree Fund Services, Inc. (“Hazeltree”) and provides information on how we process personal data collected in connection with your visits to our website at (the “Website”) and our other services that display this Privacy Policy (collectively, the “Services”). This Privacy Statement only applies to personal data collected through the Services (the “Personal Data”) and does not apply to personal data collected or processed by us in other situations. The Services may contain links to third-party websites, which are not connected to or controlled by Hazeltree; as such, this Privacy Statement is not applicable to such websites. We encourage visitors to always read the privacy statement of any site that collects personally identifiable information.

Information Collection and Use of Personal Data

We collect personal information that our users provide to us in a variety of ways through our Services. These include the following:

  • Login Credentials. You may be granted login credentials to access our Services.
  • Communications. If you contact us by email, using the job posting form, inquiry contact form on the Services or by postal mail, fax, or other means, we collect the personal information contained within, and associated with, your communication.
We also collect Personal Information uploaded to the Services by Hazeltree customers (i.e., paid subscribers of the Services) for processing on their behalf (“Customer Data”). For example, a Hazeltree customer may upload to the Services information about its customers, such as name, email address and financial account data, in order to various services for those customers via the Services.  Hazeltree customers may electronically submit Customer Data to the Services, or may instruct third parties (e.g., banks) to do so. Hazeltree may access Customer Data except as prohibited by the license agreement between Hazeltree and the customer, or as otherwise prohibited by law.

Automated Information Collection

When you visit our Services, some information is collected automatically. For example, when you access our Services, we automatically collect your browser’s Internet Protocol (IP) address, your browser type, the nature of the device from which you are visiting the Services (e.g., a personal computer or a mobile device), the identifier for any handheld or mobile device that you may be using, the website that you visited immediately prior to accessing any web-based Services, the actions you take on our Services, and the content, features, and activities in which you participate on our Services.

We may collect this information automatically using technologies such as standard server logs, cookies, and web beacons. A “cookie” is a text file that websites send to a visitor’s computer or other Internet-connected device to uniquely identify the visitor’s browser or to store information or settings in the browser. A “web beacon,” also known as an Internet tag, pixel tag or clear GIF, links web pages to web servers and their cookies and may be used to transmit information collected through cookies back to a web server.

We use automatically-collected information to administer, operate, and improve our Services and to improve the effectiveness of our marketing. You can stop certain types of cookies from being downloaded to your computer by selecting the appropriate settings on your web browser. Most web browsers will tell you how to stop accepting new browser cookies, how to be notified when you receive a new browser cookie and how to disable existing cookies. Our Services are not designed to respond to “do not track” signals received from browsers.

Third-Party Web Analytics Services 

Through our Services, we may obtain Personal Information about your online activities over time and across third-party apps, websites, devices and other online services. On our Services, we use third-party online analytics services, such as those of Google Analytics. The service providers that administer these analytics services use automated technologies to collect data (such as email address, IP address, cookies and other device identifiers) to evaluate, for example, use of our Services and to diagnose technical issues.

Information from Other Sources

We may receive personal information about you from third parties, and may combine this information with other Personal Information we maintain about you.

Disclosure and transfer of Personal Data

We will not sell, share or rent this information to others in ways different from what is disclosed in this statement. We may disclose Personal Data to our employees, agents and affiliates as well as transfer Personal Data to third-party vendors who process Personal Data on our behalf. Upon any such transfer or disclosure of Personal Data, we will comply with applicable EU laws and regulations with respect to data protection to ensure that the Personal Data is adequately protected.

Personal Data may be transferred to our affiliates and third-party vendors within or outside the European Economic Area for the purposes described in this Privacy Statement or any other purpose specified from time to time in connection with our collection of Personal Data.

In addition, we may disclose Personal Data to governmental agencies, regulatory authorities, courts or any other person as permitted by applicable laws or regulations or as required in order to comply with applicable rules, orders, requests or similar.

Consent and withdrawal of consent

When required by law or when we otherwise find it appropriate, we will seek consent from you before processing your Personal Data and such consent may be obtained, for example, by means of you accepting this Privacy Statement. If you do not agree to the terms of this Privacy Statement, do not proceed to any further pages of the Services and do not submit any Personal Data. Please note that we might not be able to respond to any inquiries you make, or provide information, products or services, should you not accept the terms and conditions of this Privacy Statement.

You are entitled to withdraw your consent at any time by giving us notice. Upon receipt of a notice where your consent is withdrawn, we will without undue delay stop processing your Personal Data to the extent it is required under law. Please use the contact information at the bottom of the page should you wish to withdraw your consent given under this Privacy Statement.


In order to protect Personal Data against unauthorized access, manipulation, loss and destruction, we use appropriate technology and maintain comprehensive security standards and procedures in respect of storage, internet security, encryption, etc. Personal Data will only be stored as long as required to fulfill the purposes for which it was collected or until such time when you withdraw your consent in accordance with the above, and in accordance with applicable laws and regulations.

 Notification of Changes

If we change our privacy policy, we will post those changes on our website so that users are always aware of what information we collect, how we use it, and under what circumstances we disclose it. HazelTree Fund Services, Inc. can provide customers with the following information:
  • What information is collected through our websites
  • How the information is used?
  • With whom the information may be shared
  • What choices are available to the customer regarding collection, use and distribution of the information
  • The kind of security procedures that are in place to protect the loss, misuse or alteration of information under the control of HazelTree Fund Services, Inc.
  • How a customer can correct any inaccuracies in their information?
For questions about our privacy policy, please contact us.   Last Updated: March 11, 2019