Privacy
Protecting your privacy
Protecting your privacy is important to New Capital Management. We want you to understand what information we collect and how we use it. In order to provide our customers with a broad range of financial products and services as effectively and conveniently as possible, we use technology to manage and maintain customer information. The following policy serves as a standard for New Capital Management for collection, use, retention, and security of nonpublic personal information.
What Information We Collect
We may collect “nonpublic personal information” about you from the following sources:
- Information we receive from you on applications, questionnaires and other account-related forms;
- Information about your transactions with us or others; and
- Information we receive from third parties.
“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial product or service to you. For example, nonpublic personal information includes information regarding your account balance and activity.
What Information We Disclose
We are permitted under law to disclose nonpublic personal information about you to third parties in certain circumstances. For example, we may disclose nonpublic personal information about you to third parties to assist us in servicing your account or to government entities in response to subpoenas. We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.
If you decide to close your account(s) or become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.
Affiliate Sharing
New Capital Management does not have any affiliates and therefore does not share information.
Our Security Procedures
We also take steps to safeguard customer information. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.