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Revised: June 17, 2024
MyTimeEquity, LLC collects nonpublic, personal information about you to help us serve your financial needs, administer and update accounts, reduce fraud and other risks, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. We collect your personal information to support our normal business operations and to service your account. We may seek such nonpublic, personal financial and health information from:
Information on applications or related forms, or that you communicate to us in person or in writing, including name(s), address, social security numbers, marital status, income(s), etc.
Information collected from your browser when you visit our website;
Information regarding your transactions with us or others; and
Information we receive from consumer reporting agencies or other institutions where you conduct financial transactions.
OPT-Out: We may collect this information only by your express permission; you may at any time opt out of either allowing us to collect information on you or to disclose any of it to other, nonaffiliated third parties, in which case we cannot use it for our investment services. We request that you put any opt-out in writing. You may specify which third party you do not wish to have your personal, nonpublic information.
Our firm will not disclose any nonpublic, personal information about you except to non-affiliated third parties except those that are financial service providers we use, such as custodians, third-party managers or sub-managers, mutual fund companies, insurance providers, or others whose products or advisory services MyTimeEquity offers and in which you may choose to participate. We may also provide information to firms such as data processing companies for our services to you.
If your investment advisory representative becomes a representative of another investment advisor,
MyTimeEquity may share your collected information with that firm only if you expressly allow in writing for that firm to receive the information. You may forbid such sharing by contacting our firm.
We do not disclose any nonpublic, personal information about any current or former client to any other person except as permitted or required by law (such as a subpoena) without your consent. We do not sell your information to any party.
Our firm takes precautions to ensure your information is protected and accessed only by authorized individuals or organizations. We restrict access to collected information to our employees and agents who need to use that information. We maintain physical, electronic and procedural controls to safeguard your nonpublic personal information.
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