Privacy Policy
This Privacy Policy describes the types of
personal information we may collect about
you, the purposes for which we use the
information, the circumstances in which we
may share the information, and the steps
that we take to safeguard the information to
protect your privacy.
In the course of serving you as a client, Bayside Equity Group, Inc. may obtain personal information about you.
Obtaining this information is important to
our ability to deliver the highest level of
service to you, but we also recognize that
you expect us to treat this information
appropriately.
The personal information we collect about
you comes primarily from the information you
submit to Bayside Equity Group, Inc. during the course of your relationship with
us. We may also collect information about
your transactions and experiences with Bayside Equity Group, Inc. relating to the products and services we
provide.
Finally, in the provision of financial
services to you and subject to strict
compliance with all applicable laws and
regulations, information may be collected
about you indirectly from monitoring or
other means. In these circumstances, the
information is not accessed on a continuous
or routine basis but it may be used for
compliance or security purposes.
If you deal with Bayside Equity Group, Inc. in your individual capacity or as a owner or
principal of a company or other investment
vehicle established to invest on your
behalf, the typical information we collect
about you would include:
- Your name, address
and other contact details.
- Extensive financial
information, including source of wealth,
investment experience and objectives,
risk tolerance and, in certain
jurisdictions, representations required
under applicable law or regulation
concerning your financial resources.
- Your passport,
national identity card or driver's
license, as required by laws and
regulations addressing due diligence and
related matters.
- A personal identifier
such as, depending on your country of
residence, your Social Security Number.
Of course, you are not required to supply
any of the personal information that we may
request. However, failure to do so may
result in our being unable to provide
services to you. While we make every effort
to ensure that all information we hold about
you is accurate, complete and up to date,
you can help us considerably in this regard
by promptly notifying us if there are any
changes to your personal information.
If your relationship with Bayside Equity Group, Inc. ends, Bayside Equity Group, Inc. will continue to treat your personal
information, to the extent we retain it, as
described in this Privacy Policy.
In order to provide efficient and reliable
services and to improve product and service
options available to you, more than one
entity within Bayside Equity Group, Inc. may be given, or given access to, your
personal information. For example, one Bayside Equity Group, Inc. entity might share your information with
another in order to facilitate settlement of
your transactions or the maintenance of your
accounts or as part of its arranging for the
performance of specialized services such as
international brokerage, asset management
and advisory and trust services. When so
sharing your personal information we adhere
to applicable legal and industry standards
regarding the protection of personal
information.
Bayside Equity Group, Inc. does not disclose your personal information
to third parties, except as described in
this Privacy Policy. |
