Privacy Policy
Updated date: June 1, 2026
This Privacy Policy explains how Diligent Fund Services (“Diligent,” “we,” “us,” or “our”) collects, uses, and shares information when you visit diligentfundservices.com, contact us, or use our secure client and fund-manager portals (collectively, the “Services”). By using the Services, you agree to this Policy.
Information we collect
We collect the following categories of information:
- Information you provide. Your name, email address, phone number, company, and any details you submit when you book a call, contact us, or correspond with us.
- Portal information. Account credentials and information you or your fund submit through the client (LP) and fund-manager portals, which may include investor, financial, and documentation data.
- Information collected automatically. Device and usage data such as IP address, browser type, pages viewed, and timestamps, collected through standard web technologies.
- Cookies and analytics. We use cookies and similar technologies to operate the site, remember preferences, and understand usage. You can control cookies through your browser settings.
How we use information
- To provide, operate, and secure the Services and the portals;
- To respond to inquiries, schedule calls, and communicate with you;
- To perform fund administration and related services under our agreements with clients;
- To maintain security, prevent fraud, and authenticate users;
- To comply with legal, regulatory, tax, and audit obligations; and
- To improve the Services.
Investor and fund data
When we process investor or fund information on behalf of a client fund or its manager, we act as a service provider and handle that information under our written agreements with the fund and applicable law. The fund or manager is responsible for its own relationship with, and disclosures to, its investors.
How we share information
We do not sell your personal information. We share information only as needed:
- Service providers that support our operations (for example, hosting, e-signature, email delivery, and analytics), under confidentiality obligations;
- With your fund or manager as required to deliver the Services;
- For legal reasons, to comply with law, regulation, legal process, or governmental request, or to protect rights, safety, and property; and
- Business transfers, in connection with a merger, acquisition, or sale of assets, subject to this Policy.
Data security
We use administrative, technical, and physical safeguards designed to protect information, including encrypted document exchange, two-factor authentication on portal logins, access controls, and audit logging. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Data retention
We retain information for as long as needed to provide the Services and to meet our legal, regulatory, tax, and audit obligations, after which we delete or de-identify it.
Your choices and rights
You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing emails at any time using the unsubscribe link. Compliance and transactional notices are not promotional and may still be sent. To make a request, contact us using the details below. Depending on your location, additional rights may apply.
Third-party links
The Services may link to third-party websites and tools we do not control. Their privacy practices are governed by their own policies.
Children’s privacy
The Services are intended for businesses and professional investors and are not directed to children under 18. We do not knowingly collect information from children.
Changes to this Policy
We may update this Policy from time to time. We will post the revised version with a new effective date, and material changes will be highlighted where appropriate.
Contact us
Questions about this Policy can be directed to:
Diligent Fund Services
7901 4th St N, Ste 4140
St. Petersburg, FL 33702