WHAT GLOBAL WEALTH PARTNERS DOES WITH YOUR PERSONAL INFORMATION
Having accurate information about you permits us to perform the functions and services you request or authorize, provide you with better customer service, increase the efficiency of our operations, and comply with legal and regulatory requirements. Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
• Account number, address, social security number, birth date
• Net worth, assets, income, investment experience
• Account balances, trading history, payment history
• Transactions or credit relationships with nonaffiliated third parties
• Medical information (if applying for insurance)
While we have taken steps to make the information you provide to us as secure as possible against unauthorized access, please keep in mind that no data transmission over the Internet is 100% secure. Any information disclosed online can potentially be intercepted and used by unauthorized parties. We cannot guarantee the privacy of any communications made over the Internet. While we maintain reasonable electronic safeguards regarding our enrolled users, we will not assume any responsibility for any harm, loss, or damage you may incur as a result of your transmittal of personal information over the Internet to or by Federated. Please note however, that we will never ask for social security numbers, bank account numbers, insurance policy numbers, etc, through our website.
We do not use our Web site to knowingly solicit information from or market to children under the age of 13.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the categories of firms and people with whom Global Wealth Partners Inc. shares and the reasons why Global Wealth Partners Inc. does so. On the next page is more information about limiting our sharing.
Reasons We May Share Your Personal Information:
For our everyday business purposes – to process transactions and maintain your accounts (for example, we may share with
our third-party service providers that perform services on our behalf or on your behalf, such as accountants, attorneys,
consultants, clearing and custodial firms, mail houses, technology companies, and product sponsors such as mutual fund and
insurance companies), and to satisfy legal requirements (e.g., respond to court orders or legal or regulatory inquiries) or
report to credit bureaus, and otherwise as allowed by law.
For our marketing purposes – to offer new products and services to you
For joint marketing with other financial companies – to offer products and services to you
For our affiliates’ everyday business purposes – information about your transactions and experiences
For our affiliates to market to you – to offer new products or services to you
For your advisor’s purposes – we may share with your advisor and your advisor’s affiliates to conduct business for you and
to market products and services to you
If your advisor leaves Global Wealth Partners Inc. – If the advisor servicing your account(s) leaves Global Wealth Partners Inc. to join another firm, he or she may be permitted to retain copies of your information and share it with his or her new firm in order to continue to provide products and services to you through the new firm. In doing so, your advisor is otherwise required to keep confidential the personal information obtained from you while the advisor was affiliated with Global Wealth Partners Inc., and he or she may use it only to service your account(s). If you do not want your advisor to share your information in this manner, please contact us to opt out as indicated on the following page. Certain states require affirmative consent to allow sharing.