Who We Serve
CompanyName @ 202X. All rights reserved.
This Privacy Notice explains how we collect, utilize and maintain nonpublic personal information about our customers. This Privacy Notice applies only to clients and investors who are individuals.
We are committed to protecting your privacy and maintaining the confidentiality and security of your personal information. Therefore, we are sending you this Privacy Notice to help you understand how we handle the personal information about you that we collect and how we use that information.
We use the personal information collected about you to provide you with better service or comply with laws and regulations. We may collect nonpublic personal information about you from the following sources:
We may disclose nonpublic personal information we collect about you to our affiliates (including those who are involved in the operation, administration or management of the transactions in which you are a client or investor) and non-affiliated service providers, only as permitted by law and regulations. For example, we may share nonpublic personal information about you in the following situations:
The Firm does not share personal information with affiliates or non-affiliates for marketing purposes.
The Firm restricts access to customer’s nonpublic personal information to those persons who need to know that information to service the customer’s account. In addition, the Firm maintains physical, electronic and procedural safeguards that comply with applicable federal or state standards.
We reserve the right to change this Privacy Notice at any time. In such instances, the Firm will notify its customers of any material change to this policy before implementing the change.
The examples contained within this notice are illustrations and are not intended to be exclusive. This notice complies with United States federal law regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you. If you have any questions about this notice, please contact us by telephone: 833-512-5111 or email: legal@lumida.co