Information related to the provision of our services for you (including fees and billing information, records related to acts we take on your behalf, notes regarding your service preferences, and transaction-specific information)ġ.3 Information that we obtain from third party sources.Information related to your interactions with us (including written communications between you and us, notes related to in-person meetings or telephone calls between you and us, and information related to your IP address or other device identifiers when using our website or electronic delivery portals).If you are our client or an investor in one of our affiliated financial vehicles, during the provision of our services as applicable we also collect certain information about you which may be considered personal information under applicable law, including:
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Information related to your affiliations (including information related to your business(es) or professional engagements, and information related to your relationship with any of our clients or investors, but not including any special categories of information as described in Section 1.4)ġ.2 Information that we collect as part of our services. Identifying and contact information (including your name, mailing address, phone number, email and other types of contact information). If you are not our client or an investor in one of our affiliated financial vehicles but nonetheless have a relationship with us in any other capacity, we will ask you for: Information related to your various activities and relationships (including information related to your businesses and professional engagements, your professional relationships, your familial relationships, your charitable activities, your personal undertakings, and your service providers). Information related to your finances and financial accounts (including your net worth, gross assets, investment sophistication and goals, financial account information, asset/investment-specific information, income, trust and estate information, tax status and other relevant tax information, and transaction-specific information. Identifying and contact information (including your name, date of birth, tax identification number, copies of your government-issued identification document and the relevant information thereon, physical and mailing addresses, phone number, email, and other types of contact information). To the extent applicable for the provision of our services, we will ask for: If you are (or are prospectively) our client or an investor in one of our affiliated financial vehicles, during or before the provision of our services we will ask you to provide personal information voluntarily. The personal information that we collect about you broadly falls into the following categories:ġ.1 Information that you provide voluntarily Section 11 below will also apply to those individuals.ġ. This EU Privacy Notice also applies to personal information we collect from individuals in Australia who are protected by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). It also explains who we are and how you can exercise your privacy rights. This European Union Privacy Notice (“EU Privacy Notice”) applies to personal information that we collect regarding EU and UK data subjects. 
ICONIQ Capital, LLC and our affiliates and subsidiaries (collectively, “ICONIQ”, “we”, “our” or “us”) recognize the importance of protecting personal information.
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