Why do you
need both phone numbers?
Securities regulatory
authorities and the IRS require that all investing firms record both the day
and evening phone numbers of account holders. An account cannot be opened
without this information. In addition, errors in these fields may prevent your
account from being approved for investing.
Note: Private Fund Management restricts
access to personal customer information to employees and service providers that
have legitimate business purposes to assist or provide services to you. Private Fund
Management does not sell customer contact or account information. For more
details, please refer to our Privacy Policy.
Am I
required to provide an unlisted phone number?
Yes. Private Fund Management is by securities regulatory authorities and the IRS to collect your
day and evening phone number.
Please be assured that Private Fund Management does not sell customer contact or account information, so your
unlisted number is not at risk of being released to advertisers. Private Fund Management restricts access to personal customer information to employees and
service providers that have legitimate business purposes to assist or provide
services to you. For more details, please refer to our Privacy Policy.
Can I enter
a mobile number for my day or evening phone number?
Yes, but if this is an
alternate or seldom-used number, it may impact our ability to approve your Private Fund Management account for investing.
How do I
update my phone number?
To update your phone
number, please follow these instructions:
1 .Log into
Accounts > Personal Info
2. Make
changes.
Click on Update.
This will only update the
phone number for the account you are currently signed in to. If you have
multiple accounts, you will need to follow these instructions for each account.
Note: Incorrect contact information may
result in your Private Fund Management account being restricted from investing.
If your phone number changes in the future, be sure to update this information
promptly.