Privacy Notice

Benefit Equity Inc. is committed to your privacy.  We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your personal information. The following is designed to help you understand what information we collect from you and how we use that information to service your account.

Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the data requests and other forms (including name, address, social security number, date of birth, income and other financial-related information); and

Data about your transactions (such as the types of investments you have made and your account status).


We use cookies on this website.

A cookie consists of information sent by a web server to a web browser, and stored by the browser. The information is then sent back to the server each time the browser requests a page from the server. This enables the web server to identify and track the web browser.

We may send you cookies which may be stored by your browser on your computer’s hard drive. We may use the information we obtain from the cookies in the administration of this website to improve the website’s usability and for marketing purposes. We may also use that information to recognize your computer when you visit our website and to personalize our website for you.

Most browsers allow you to refuse to accept cookies. (For example, in Internet Explorer you can refuse all cookies by clicking "Tools", "Internet Options", "Privacy", and selecting "Block all cookies" using the sliding selector.) This will, however, have a negative impact upon the usability of many websites, including this one.

We use Google Analytics to analyze the use of this website. Google Analytics generates statistical and other information about website use by means of cookies, which are stored on users' computers. The information generated relating to our website is used to create reports about the use of the website. Google will store this information. Google's privacy policy is available at

How We Use Your Information That We Collect

“Personal Information” is information that identifies you as an individual or relates to an identifiable individual. We collect personal information in order to provide our clients with services.

Any and all personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our actuaries, administrators and record-keepers, auditors and our legal advisor. Additionally, we may disclose such personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a governmental regulator and/or to prevent fraud. In addition, if we choose to dispose of our clients’ personal information that we are not legally bound to maintain, we will dispose of such information in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to personal information about our clients to those employees and agents who need to know that information to provide services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ personal information. We respect and value that you have entrusted us with your personal information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy.