Cookies Statement

Effective as of July 2019

Last Modified: April 30, 2023

This website uses cookies to improve the functioning of the site and to authenticate our customers.

This Cookie Policy describes what cookies are and how cookies are used by Rockefeller & Co. LLC, Rockefeller
Financial LLC, Rockefeller Capital Management Insurance Services LLC, Rockefeller Trust Company, N.A., The
Rockefeller Trust Company (Delaware) and the investment vehicles each manage and/or administer (collectively
Rockefeller”, “we”, “us” or “our”) on our website and in the use of online services
available to clients that may be accessed through our website (collectively, the “Website”). This Statement
also describes the choices available to you in managing cookies. Please review this Statement to understand our use
of cookies on the Website.

What are Cookies?

Cookies are small, usually randomly encoded, text files that help your browser navigate through our websites. The
cookie file is generated by our website when you access it and is accepted and processed by your computer’s browser
software or when you interact with us on-line. The cookie file is stored in your browser’s folder or subfolder.

There are two basic types of cookies: Session cookies are temporary files that are cleaned up (i.e., deleted) when
you close your browser program. Persistent cookies store your information and settings for longer periods, in order
to remember your information and preferences between visits to a website. We use both types of cookies on the

How do we use Cookies and similar Technology?

We, our associated firms and/or other persons acting on our or their behalf use cookies and similar technology to
collect, use and share information when you visit our Website or interact with us on-line e.g. via email or other
electronic means.

Cookies and similar technology enable Rockefeller to capture and compile statistical information about how you use
our websites and interact with us on-line, including information relating to the frequency of visits, IP addresses,
readership data, (such as the average length of visits, which pages are viewed or shared during a visit or other
interactions with our content such as time spent viewing videos, PDFs read and links clicked), authentication
information, acceptance or rejection of website terms, periods of inactivity, time zones, language preferences and
other regional information.

We, our associated firms and/or other persons acting on our or their behalf use this information for the following

  • To assess the effectiveness of advertising and readership content;
  • To improve the website content and performance;
  • To estimate our audience size and usage pattern;
  • To speed up your searches;
  • To enable log in and authentication when you log onto our sites;
  • To recognize you when you return to our sites;
  • To deliver a better and more personalized service by allowing us to customize our site according to your
    individual interests; and
  • To deliver marketing communications that may be of interest to you, including offers tailored to you.

Information held in cookies or similar tracking technology set by Rockefeller are kept to a minimum and can only be
read by Rockefeller, our associate firms, their authorized third parties or by someone who has physical access to
your personal computer.

How can you manage your Cookie preferences?

Many web browsers allow you to control the use of most cookies through their browser settings. To learn more about
cookies, including information on what cookies have been set on your computer and how cookies can be managed and
deleted, visit

Some of our Websites use Google Analytics to track your activity. To opt out of being tracked by Google Analytics
across all websites visit: please click.

In addition to the cookies noted above, some of our Websites may also serve third party cookies, which allows us, our
service providers, and our third party business partners to deliver more relevant and tailored content.

Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish,
generally through changing your internet software browsing settings. It may also be possible to configure your
browser settings to enable acceptance of specific cookies or to notify you each time a new cookie is about to be
stored on your computer enabling you to decide whether to accept or reject the cookie. To manage your use of cookies
there are various resources available to you, for example the “Help” section on your browser may assist you. You can
also disable or delete the stored data used by technology similar to cookies, such as Local Shared Objects or Flash
cookies, by managing your browser’s “add-on settings” or visiting the website of its manufacturer. As our cookies
allow you to access some of our Website’s features, we recommend that you leave cookies enabled. Otherwise, if
cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using the site

Unless you have adjusted your browser setting so that it will reject cookies, our system
will issue cookies when you access or use our w Websites or online services. By accessing or using our Websites or
online services you consent to Rockefeller using cookies. In the event you refuse to accept cookies by adjusting
your browser setting, some or all areas of our Websites or online services may not function properly or may not be

How do we update this Cookie Policy?

We may change or update portions of this Cookie Policy to reflect changes in our practices and or applicable law and
regulation. Please check this Cookie Policy from time to time so you are aware of any changes or updates to the
Cookie Policy, which may be indicated by a change in the effective date noted at the beginning of this Cookie

How can you Contact Us?

If you would like to contact us in respect of any element of this Cookie Policy, including, without limitation and
subject to applicable law, where you wish to access a copy of your personal data or where you wish to raise a
complaint or grievance please contact us at the following address:

Call toll free 1-888-732-4525

Rockefeller Privacy Officer

By email:

By post:

Rockefeller Capital Management
Attn: Privacy Officer
45 Rockefeller Plaza, Floor 5
New York, NY 10111