Protecting Your Confidential
ALTAVRA values its relationship with each of our customers and
appreciates the trust that you have placed in us. ALTAVRA
recognizes that you have concerns about the confidential
personal information that obtained throughout our relationship.
Because protecting your confidential information is important,
confidential information obtained is used and maintained.
ALTAVRA pledges to protect that information and ensure that it
remains private. The information in this notice summarizes the
categories of personal information that that may be collected,
how that information is handled, and how that information is
ALTAVRA does not disclose any nonpublic personal information
about our customers to anyone except as required or permitted by
law. ALTAVRA does not share or sell nonpublic personal
information obtained about you to companies that are not
associated with ALTAVRA.
Collection and Use of Personal Information
and affiliated companies. Nonpublic personal information about
you is collected from the following sources solely for the
Information from account applications and other forms such as
tax identification numbers, marital status, dependents, income,
assets, investment experience, etc. This information is used to
administer the accounts maintained on your behalf, process
transactions requested by you, respond to your inquires,
evaluate your investment needs and identify other products and
services that may be of interest.
Information about your transactions, such as account balance,
transaction history, payment activity, etc. This information is
used to process transactions that you request and ensure the
accuracy of the records and reports maintained. Other data may
also be collected such as transactions, site navigation and
survey information in connection with your use of online
services that are made available to you either directly or
through other entities. This information is used to improve the
quality of services offered to you.
Information received from consumer reporting agencies such as
credit relationships, credit scores, credit history, etc. This
information may be used to help determine your eligibility for
products and services, collect or report debts owed and protect
the company’s rights and property.
Sharing of Information Within ALTAVRA
The information collected relating to transactions and
experiences with ALTAVRA or any affiliate may be shared among
ALTAVRA affiliates. Some or all the information received from
consumer reporting agencies such as credit information may also
be shared among affiliates.
Sharing of Information Outside of ALTAVRA
As permitted by law, ALTAVRA may disclose some or all the
information described above with entities that are not
affiliated with the company for the purpose of servicing your
account, improving services, providing products and services and
informing you about products and services 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 commodity trading advisors,
commodity pool operators, introducing brokers, futures
commission merchants, retirement account trustees, system
vendors, banks, securities broker-dealers, registered investment
advisors, mutual fund companies and insurance companies.
Nonfinancial companies that perform services such as check
printers, quote vendors, account statement preparation, trading
platform vendors and companies that assist in communicating or
marketing our services.
Others, such as independent contractors or technical system
consultants who program software, government agencies and
regulators, consumer reporting agencies, and other outside
entities as permitted or required by applicable laws.
Sharing of Information from Online Inquiries
ALTAVRA may share or sell generally available public information
obtained from online inquiries such as name, address, phone
number and email address with/to its affiliates. ALTAVRA will
not share or sell any nonpublic personal information. If you
prefer that information obtained from online inquiries not be
shared or sold, please email [email protected] and put
“opt-out” in the subject or call +1-561-829-8291.
Protecting the Confidentiality of Your Personal Information
ALTAVRA uses strict standards of care regarding the
confidentiality of nonpublic personal information as outlined in
the firm policies. Employees not adhering to firm policies are
subject to disciplinary action. Physical, electronic and
procedural safeguards are in place to protect your nonpublic
If you have any questions, please call +1-561-829-8291 or email