Privacy Notice
FACTS | WHAT DOES RELATIVITY CAPITAL ADVISORS, LLC DO WITH YOUR PERSONAL INFORMATION? | |||
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Why? | Financial companies choose how they share your personal information. Federal and state laws give consumers the right to limit some but not all sharing. Federal and state laws also require us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. | |||
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What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include: § Social Security number § Assets § Retirement Assets § Transaction History § Checking Account Information § Purchase History § Account Balances § Account Transactions § Wire Transfer Instructions When you are no longer our client, we continue to share your information as described in this notice. | |||
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How? | All financial companies need to share your personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Relativity Capital Advisors chooses to share; and whether you can limit this sharing. | |||
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Reasons we can share your personal information | Does Relativity Capital Advisors share? | Can you limit this sharing? | ||
For our everyday business purposes – Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No | ||
For our marketing purposes – to offer our products and services to you | No | We don’t share | ||
For joint marketing with other financial companies | No | We don’t share | ||
For our affiliates’ everyday business purposes – information about your transactions and experiences | No | We don’t share | ||
For our affiliates’ everyday business purposes – information about your creditworthiness | No | We don’t share | ||
For non-affiliates to market to you | No | We don’t share | ||
Questions? | Call Jennifer Lackey at (678) 234-0900 | |||
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Who we are | ||
Who is providing this notice? | Relativity Capital Advisors, LLC | |
What we do | ||
How does Relativity Capital Advisors protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal and state laws. These measures include computer safeguards and secured files and buildings.
Our service providers are held accountable for adhering to strict policies and procedures to prevent any misuse of your nonpublic personal information. | |
How does Relativity Capital Advisors collect my personal information? | We collect your personal information, for example, when you § Open an account § Provide account information § Give us your contact information § Make deposits or withdrawals from your account § Make a wire transfer § Tell us where to send the money § Tells us who receives the money § Show your government-issued ID § Show your driver’s license We also collect your personal information from other companies. | |
Why can’t I limit all sharing? | Federal and state laws give you the right to limit only § Sharing for affiliates’ everyday business purposes – information about your creditworthiness § Affiliates from using your information to market to you § Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. | |
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Definitions | ||
Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.
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Non-affiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies
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Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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Other important information |
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