|
Protecting Your
Confidential Information
|
At ALTAVRA Inc., we value our relationship with each
of our customers, and we
appreciate the trust that
you have placed in us.
We recognize that you have
concerns about the confidential
personal information we
obtain about you throughout
our relationship.
Because protecting your
confidential information
is important to us, we have
adopted a privacy policy
which governs how the confidential
information we obtain about
you is used and maintained.
We pledge to protect that
information and ensure that
it remains private.
The information in this
notice summarizes the categories
of personal information
that we collect about you,
how that information is
handled, and how we protect
that information.
We do not disclose any nonpublic personal information
about our customers to anyone,
except as required or permitted
by law. ALTAVRA does
not sell personal information
obtained about you to companies
that are not associated
with ALTAVRA for the purpose
of marketing their products
or services to you.
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Collection and Use
of Personal Information
|
The privacy policy set forth in this notice applies
to ALTAVRA and affiliated
companies of ALTAVRA.
We collect nonpublic personal
information about you from
the following sources, solely
for the purposes specified:
..::
Information we receive from
you on account applications
or other forms, such as
name, address, federal tax
identification number, income,
assets and similar information.
We use this information
to administer the accounts
we maintain on your behalf,
process transactions requested
by you, respond to your
inquiries, evaluate your
investment needs, and identify
other products and services
that may interest you.
..::
Information about your transactions
with us or our affiliates,
such as your account balance,
transaction history and
payment activity.
This information is used
to process transactions
you request and ensure the
accuracy of the records
and reports we maintain
that relate to your account.
We may also collect various
other types of data, such
as transaction, site navigation
and optional survey information,
in connection with your
use of online services we
make available to you, either
directly or through other
entities. We use this
information in order to
improve the quality of the
services we offer you.
..::
Information we receive from
consumer reporting agencies,
such as credit relationships
and credit history.
We use this information
to help determine your eligibility
for ALTAVRA products and
services,
collect or report debts
owed to us, and protect
our rights and property.
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Sharing of Information
within ALTAVRA
|
The information we collect relating to your transactions
and experiences with ALTAVRA
or any affiliate may be
shared among ALTAVRA’s affiliates.
We may also share some or
all of the information we
receive about you from consumer
reporting agencies, such
as credit information.
|
Sharing of Information
Outside ALTAVRA
|
As permitted by law, we may disclose some or all
of the information described
above with entities that
are not affiliated with
ALTAVRA for the purpose
of servicing your ALTAVRA
accounts, improving our
services, providing products
and services you’ve requested
from ALTAVRA, and informing
you about products or services
available from ALTAVRA that
may be of interest to you.
Such companies may include:
..::
Companies that are the source
or origin of financial services
offered by ALTAVRA, such
as banks, securities broker-dealers,
mutual fund companies and
insurance companies.
..::
Nonfinancial companies,
such as companies that perform
services on our behalf,
e.g., check printers, quote
vendors, companies that
prepare account statements
for us, companies that assist
us in communicating or marketing
our services.
..::
Others, such as independent
contractors or technical
system consultants who program
our software, government
agencies and regulators,
consumer reporting agencies,
and other outside entities
as permitted or required
by applicable laws.
|
Protecting the Confidentiality
of Your Personal
Information
|
All ALTAVRA employees are instructed to use strict
standards of care regarding
the confidentiality of your
nonpublic personal information
as outlined in firm policies.
Employees not adhering to
our firm policies are subject
to disciplinary action.
We require outside companies
and independent contractors
to whom we provide customer
information for marketing,
servicing or processing
to enter into a confidentiality
agreement that restricts
the use of the information
to those purposes.
We maintain physical, electronic
and procedural safeguards
that comply with applicable
laws to protect your nonpublic
personal information.
If
you have any questions or
comments about our privacy
policy, please contact ALTAVRA
at 1-800-998-7870 or
clientservices@altavra.com.
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