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Altavra Incorporated Privacy Policy
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Protecting Your Confidential Information
We, at Altavra
Incorporated, value our relationship with each of
our customers, and we appreciate the trust that you
have placed in us. We recognize that you have
concerns about the confidential personal information
we obtain about you throughout our relationship.
Because protecting your confidential information is
important to us, we have adopted a privacy policy
which governs how the confidential information we
obtain about you is used and maintained. We pledge
to protect that information and ensure that it
remains private. The information in this notice
summarizes the categories of personal information
that we collect about you, how that information is
handled, and how we protect that information.
We do not disclose any
nonpublic personal information about our customers
to anyone, except as required or permitted by law.
Altavra does not sell personal information obtained
about you to companies that are not associated with
Altavra for the purpose of marketing their products
or services to you.
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Collection and Use of
Personal Information
The privacy policy set
forth in this notice applies to Altavra and
affiliated companies of Altavra. We collect
nonpublic personal information about you from the
following sources, solely for the purposes
specified:
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Information we receive from you on account
applications or other forms, such as name, address,
federal tax identification number, income, assets
and similar information. We use this information to
administer the accounts we maintain on your behalf,
process transactions requested by you, respond to
your inquiries, evaluate your investment needs, and
identify other products and services that may
interest you.
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Information about your transactions with us or our
affiliates, such as your account balance,
transaction history and payment activity. This
information is used to process transactions you
request and ensure the accuracy of the records and
reports we maintain that relate to your account. We
may also collect various other types of data, such
as transaction, site navigation and optional survey
information, in connection with your use of online
services we make available to you, either directly
or through other entities. We use this information
in order to improve the quality of the services we
offer you.
..::
Information we receive from consumer reporting
agencies, such as credit relationships and credit
history. We use this information to help
determine your eligibility for Altavra products and
services,
collect or report debts owed to us, and protect our
rights and property.
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Sharing of Information
Within Altavra
The information we
collect relating to your transactions and
experiences with Altavra or any affiliate may be
shared among Altavra’s affiliates. We may also
share some or all of the information we receive
about you from consumer reporting agencies, such as
credit information.
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Sharing of Information
Outside Altavra
As permitted by law, we
may disclose some or all of the information
described above with entities that are not
affiliated with Altavra for the purpose of servicing
your Altavra accounts, improving our services,
providing products and services you’ve requested
from Altavra, and informing you about products or
services available from Altavra 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 banks, securities
broker-dealers, mutual fund companies and insurance
companies.
..::
Nonfinancial
companies, such as companies that perform services
on our behalf, e.g., check printers, quote vendors,
companies that prepare account statements for us,
companies that assist us in communicating or
marketing our services.
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Others,
such as independent contractors or technical system
consultants who program our software, government
agencies and regulators, consumer reporting
agencies, and other outside entities as permitted or
required by applicable laws.
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Protecting the
Confidentiality of Your Personal Information
All Altavra employees
are instructed to use strict standards of care
regarding the confidentiality of your nonpublic
personal information as outlined in firm policies.
Employees not adhering to our firm policies are
subject to disciplinary action. We require outside
companies and independent contractors to whom we
provide customer information for marketing,
servicing or processing to enter into a
confidentiality agreement that restricts the use of
the information to those purposes. We maintain
physical, electronic and procedural safeguards that
comply with applicable laws to protect your
nonpublic personal information.
If you have any questions or comments about our
privacy policy, please contact Altavra at 800-998-7870
or
clientservices@altavra.com.
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