Privacy Policy

Sarson Funds, Inc. Tel (317) 663-8084 

 Policy Effective Date: December 12, 2024

At Sarson Funds, your privacy is paramount to us. This Privacy Policy outlines the ways in which we collect, use, and protect your personal information, helping to foster transparency and trust. If you have any questions, please contact us at [email protected] or (317) 663-8084.

Introduction

For the purposes of this Privacy Policy:

    • “User” refers to an individual who visits our website or communicates with our associates for educational, recreational, or evaluation purposes regarding our methods, performance, and automated investment services (“Services”).
    • “Client” refers to an individual who has entered into a Marketing Agreement and/or Subscription Documents for investment strategies, including but not limited to:
  • Blockchain Momentum, LP
  • AX Momentum, LP
  • Cryptocurrency ESG Strategy (dba Web3 Innovation Leaders Strategy)
  • Stablecoin Index
  • Smartcrypto 15 Index
  • Fifth Khagan, LP

These strategies are collectively referred to as “Firms” and are managed by their respective trading advisors under Sarson Funds Investment Management, LLC-S an Indiana series limited liability company..

Information Collection

As a User

We may collect the following personal information:

  • Name, address, email, and phone number
  • Optional data such as age, risk tolerance, financial goals, income, and other similar household information

As a Client

In addition to the above, we may collect:

  • Full legal name and contact information
  • Date of birth, Social Security Number, and citizenship status
  • Regulatory disclosures required under federal and statutory laws

All information is collected to ensure compliance with applicable legal requirements and to provide you with optimal services.

Information Usage and Sharing

How We Use Your Information

Your personal information is used to:

  • Deliver our services effectively
  • Fulfill legal obligations
  • Enhance your experience on our website and improve our services

How We Share Your Information

We will only share your personal information under the following circumstances:

    1. Legal or Regulatory Requirements: To comply with federal laws or requests from regulatory authorities.
    2. Operational Necessities: With trusted third-party partners critical to our services, such as:
  • Administration, auditor and CPA
  • Financial institutions
  • Payment processors
  • Verification services

In all cases, Sarson Funds is committed to maintaining the confidentiality of your nonpublic personal information.

Your choices regarding your information

Requesting Deletion

You may request the deletion of your personal information by emailing [email protected]. To process your request, you must provide sufficient information to identify your account and verify your ownership. However, please note:

  • Residual data related to your account and transactions may be retained in compliance with applicable laws.
  • Individual trading data will not be shared unless required by regulators or government authorities.

Declining to Provide Information

You have the right to decline providing personal information. However, doing so may disqualify you from accessing certain services and features on our website or participating in specific strategies, including those offered by Blockchain Momentum, LP, AX Momentum, LP, Cryptocurrency ESG Strategy, LP, Stablecoin Index, LP, Smartcrypto 15 Index, LP, and Fifth Khagan, LP.

Data Security

We implement industry-standard measures to protect your information from unauthorized access, alteration, disclosure, or destruction. This includes:

  • Secure sending system
  • Secure storage systems

Updates to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or requirements. We encourage you to review this policy regularly.

By using our website or services, you acknowledge that you have read, understood, and agree to the terms outlined in this Privacy Policy.

For further assistance or inquiries, please reach out to us at [email protected] or (317) 663-8084.