Please note, if you are an individual that has a direct relationship with us, the personal information that we collect in connection with the solicitation and/ provision of our financial services is subject to our U.S. Consumer Privacy Notice which will be presented to you separately from this Policy.
We may collect the following personal information about the visitors to our Website, including our clients or potential clients (“Clients”), when these individuals visit our Website; contact us or request additional information from us; or otherwise communicate with us.
|Category of Personal Information Collected
|Types of Personal Information Collected
|Sources of Personal Information
|Business Purpose for Collection of Personal Information
|First Name; Last Name; Email Address; Phone Number; Postal Address; Business/Company Contact Information.
|Directly from the Website visitor / Clients
|To provide customer service support; to respond to questions; to prevent or detect unlawful acts; to protect or enforce our legal rights; to ensure the security of your accounts; and to comply with the applicable laws of the jurisdictions where we conduct business.
We process this personal information as necessary for us:
In order for us to provide our Services, we may share certain personal information with the following categories of recipients:
We may transfer your personal information to a jurisdiction other than the one from which we have collected your personal information, including to countries that may not have the same level of protections as the country where you are located. By using our Services, you agree to the transfer of your personal information to other jurisdictions.
We will only retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, regulatory, accounting, or reporting requirements, unless otherwise permitted or required by law.
The security of all personal information provided to us is important and we take reasonable steps designed to protect your personal information. We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information that we receive against accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure or use. If you have created an account with us, you are responsible for keeping confidential any usernames and passwords you use to access our Services. Do not to share this password with anyone else and not to use this password for other services or products. If you have reason to believe that your personal information is no longer secure, please immediately contact us as set forth below in the “Contact Us” section.
Depending upon where you reside, certain choices and rights may be available to you under applicable data protection laws. If you have any questions about what rights may apply to you, please contact us at 424-270-8900.
Do Not Track: Our Site is not designed to respond to “do not track” requests from browsers.
“Shine the Light” and “Eraser” Laws: Residents of the State of California may request a list of all third parties to which we have disclosed certain information during the preceding year for those third parties’ direct marketing purposes.
We may provide links to other sites or resources provided by third parties. These links are provided for your convenience only. We have no control over the content of those sites or resources and accept not responsibility for them or for any loss or damages that may arise from your use of them. If you decide to access any third-party links on the Website, you do so entirely at your own risk and subject to the terms and conditions of those websites.
Our Services are not directed to children under 13 years of age, and we do not knowingly collect information from children under 13. If we become aware that a child under 13 has provided us with personal information, we will prohibit and block such use and will make all efforts to promptly delete any personal information stored with us with regard to such child.
If you have questions or concerns regarding this Policy, please contact us at 424-270-8900.
This Policy is effective as of the date stated at the top of this page. Please read this Policy carefully. We will occasionally update this Policy. By accessing and using the Website after we notify you of such changes to this Policy, you are deemed to have accepted such changes. Please refer back to this Policy on a regular basis.