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.

 

 

 

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.

 

 

 

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.

 

 

 

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.

 

 

Definitions

Affiliates

Companies related by common ownership or control.  They can be financial and nonfinancial companies.

  • Relativity Capital Advisors does not share with affiliates.

Non-affiliates

Companies not related by common ownership or control.  They can be financial and nonfinancial companies

  • Relativity Capital Advisors does not share with non-affiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Relativity Capital Advisors does not jointly market.
   

Other important information