Quantitative Systematic Strategies (“QSS”)
Effective Date: 1-12-2026
Quantitative Systematic Strategies (“QSS,” “we,” “us,” or “our”) has adopted this Privacy Policy to explain how we collect, use, share, and safeguard personal information. We recognize the importance of protecting the privacy and security of personal data collected from our clients and prospective clients.
This Privacy Policy is intended for U.S. residents only.

Where This Privacy Policy Applies
This Privacy Policy applies to www.quantss.com and its subdomains, as well as any other website or online service that links to or references this Privacy Policy (collectively, the “Services”).
If a particular Service has its own privacy policy, that policy governs instead of this one.
Our agreements with clients may contain provisions regarding the collection, use, storage, and disposal of information collected through the Services or offline. If a provision of a client agreement conflicts with this Privacy Policy, the client agreement will control solely to the extent of the conflict.

Definitions
“Personal information” means information that identifies, relates to, describes, or could reasonably be linked to an identifiable individual.
To “process” personal information means any operation performed on such information, whether automated or manual, including collection, storage, use, disclosure, or deletion.

Data Controller
If you enter into a business relationship with QSS, QSS is the data controller of your personal information.
We determine how and why personal information is processed and may do so directly or through service providers acting on our behalf.

Legal Basis for Processing (U.S.)
We process personal information only as permitted by U.S. law, including:
  • To provide services you request or inquire about
  • To evaluate suitability, eligibility, and compliance requirements
  • For legitimate business interests, such as operating our website, maintaining records, preventing fraud, and communicating with individuals who have established a substantive relationship with us
  • With your consent, where required or appropriate
  • To comply with legal and regulatory obligations, including securities, tax, and anti-money-laundering laws

Information We Collect
Information You Provide to Us

We collect information you provide through:
  • Applications, questionnaires, or subscription documents
  • Communications with us or your authorized representatives
  • Requests for information about our products or services
This may include identifying information, contact information, professional information, financial information, and investment-related information.

Information We Receive from Others
We may receive information about you from:
  • Service providers (e.g., compliance vendors, technology providers, data hosting services)
  • Professional intermediaries (e.g., legal or accounting firms, where permitted)
  • Public or commercially available sources, consistent with applicable law
All service providers are required to maintain confidentiality and use information only as directed by QSS.

Information Collected Automatically
When you use the Services, we may collect:
  • Usage information (e.g., pages viewed, referring URLs)
  • Device and technical information, such as IP address, browser type, operating system, and time zone
Much of this information is collected through cookies and similar technologies.

Cookies and Analytics
The Services may use cookies, web beacons, and similar technologies (“Cookies”) to:
  • Operate and improve the Services
  • Analyze website usage
  • Detect and prevent fraud
We use Google Analytics, which collects aggregated, non-identifying information about website usage. Google does not directly identify individual users.
You may control cookies through your browser settings. Blocking cookies may limit certain features of the Services.

Marketing and Communications
QSS does not engage in general solicitation.
We may communicate with individuals regarding our services only when:
  • A prior relationship exists or is being established,
  • We have conducted suitability or eligibility screening, and
  • Any required waiting or cooling-off period has elapsed (including a minimum 30-day + 1 day period, where applicable).
You may opt out of receiving non-essential communications at any time by using the unsubscribe link in our emails or by contacting us directly.

How We Use Personal Information
We use personal information to:
  • Evaluate suitability, eligibility, and compliance requirements
  • Respond to inquiries and requests
  • Open, manage, and service accounts
  • Conduct required AML, KYC, and sanctions screening
  • Comply with tax, securities, and regulatory obligations
  • Maintain business and compliance records
  • Detect and prevent fraud or unauthorized activity
  • Enforce our legal rights and agreements

How We Share Information
We may share personal information:
With Service Providers
With vendors who provide operational, compliance, technology, or professional services to QSS, subject to confidentiality obligations.
For Legal and Regulatory Reasons
When required to comply with law, regulation, subpoena, court order, or regulatory inquiry.
For Corporate Transactions
In connection with a merger, reorganization, sale, or similar transaction.
With Your Consent
When you expressly authorize disclosure.
We do not sell personal information.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services

SMS Communications
If you subscribe to QSS text messaging:
  • You may receive up to 3 informational messages per week
  • Message and data rates may apply
  • You may opt out at any time by replying STOP
  • No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

Data Security
We use reasonable physical, technical, and organizational safeguards designed to protect personal information. Access is limited to personnel who require it for legitimate business purposes.
No system is completely secure, and transmission of information is at your own risk.

Data Retention
We retain personal information for as long as necessary to:
  • Maintain an ongoing relationship
  • Comply with securities, tax, and AML laws (generally 5–7 years or longer where required)
  • Resolve disputes or enforce agreements

Your Choices and Requests
You may request to review, update, or correct personal information by contacting info@quantss.com.
We may need to verify your identity and may retain certain information as required by law.

Children’s Information
The Services are not directed to children under 13, and QSS does not knowingly collect personal information from children.

Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Material changes will be posted on our website. Continued use of the Services constitutes acceptance of the revised policy.

Contact Us
Quantitative Systematic Strategies
426 Paseo Reyes
St. Augustine, FL
Phone: 904-686-6100
Email: info@quantss.com



Privacy Policy