Privacy Policy

Who We Are

Catalyst Opportunity Funds (“Catalyst”) is committed to providing clear and concise information regarding our collection and processing of personal information by Catalyst and its affiliates. By utilizing Catalyst investment services and accessing our investor portal, you consent to the information collection and handling practices outlined in this policy.

Our website address is catalyst-invest.com.

Personal Information Collection

We want you to understand the type of information we collect and how we use it. The types of personal information we collect from you when you engage with Catalyst and use our online investor portal include your name, email address, mailing address, preferred wire/ACH instructions and Social Security Number (or Tax Identification Number). For wire instruction changes and approval, we require telephone number(s). For our Client Identification Program, we collect the required data detailed below.

Individual/Joint Accounts: Government issued Photo I.D. and IRS Form W-9 or W-8 BEN
Trust Accounts: Government issued Photo I.D. for all trustees, IRS Form W-9 or W8BEN-E or W-8IMY, and Trust Deed
Entity Accounts (Corporations, Limited Partnerships, Limited Liability Companies): Government issued Photo I.D. for beneficial owners, IRS Form W-9 or W-8BEN-E or W-8IMY, incumbency certificate, Beneficial Owners Exhibit or register of shareholders, and certificate of formation (or equivalent

In some instances, we create personal information about you, such as records of your interactions with us, and details of your relationship with Catalyst. We do not seek to collect or process sensitive personal information unless it is required or permitted by law; necessary for the detection or prevention of crime; necessary to establish, exercise or defend legal rights; or we have your prior explicit consent.

Personal Information Disclosure