Our Policies on Collecting & Protecting Your Information
We recognize that protecting the information our clients provide to us is extremely important, and we take this responsibility very seriously. Please read the descriptions below to better understand how we collect and utilize your business and personal information.
Wealth Migrate, Inc. is providing this notice to explain our information collection and disclosure practices.
Information We Collect
We collect non-public personal and business information from the following sources: Information we receive about you when you register to view investment opportunities, open an online investment account, and other completed other forms including subscription documents or questionnaires. This information may include your name, address, telephone number, e-mail address, social security number (or Employer Identification Number), income and other financial data, investment experience, etc.
Information about your transactions with us, our services providers and others. This includes information about the investment opportunities offered of this website or the utilization of our software and services; or the software and services of services providers.
Information we receive about you from third parties such as referring brokers, advisers, managers, product sponsors and clearing firms, and/or our service providers.
Disclosure of Your Information
We do not disclose any personal, business or financial information about you, whether you are our current or former client, without your authorization or direction, except as disclosed below.
We may share information about you with affiliated or nonaffiliated third party service providers, in order for them to assist us in providing services to you, and otherwise as permitted by law. However, affiliated and non-affiliated third parties who receive information about you in order to assist us in providing services to you are restricted from using your information for any other purpose.
Confidentiality and Security
We restrict access to non-public personal information about you to those employees and authorized third parties who need to know that information to assist us in providing services to you or your business. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public information.