DC Global Ventures

WHAT DOES DC GLOBAL VENTURES (DGV) DO WITH YOUR PERSONAL INFORMATION?

 

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:

    ✦ Social Security number and income
    ✦ Account balances and transaction history
    ✦ Investment experience and assets

 

 

All financial companies need to share customers' personal information to run their everyday business.  In the section below, we list the reasons financial companies can share their customers' personal information; the reasons DGV chooses to share; and whether you can limit this sharing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How does DGV protect my personal information?

 

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files.

 

 

How does DGV collect my personal information?

 

We collect your personal information, for example, when you
    ✦ Enter into an investment management agreement, financial planning or consulting agreement with us
    ✦ Seek advice about your investments or tell us about your investment or retirement portfolio
    ✦ Make deposits or withdrawals from your custodian account
    ✦ Give us your employment history, income and net worth
 

We also collect your personal information from your custodians or accountants when you have authorized us to receive information from them.

 

 

Why can't I limit all sharing?

 

Federal law gives you the right to limit only
    ✦ Sharing for affiliates’ everyday business purposes—information about your creditworthiness
    ✦ Affiliates from using your information to market to you
    ✦ Sharing for non‐affiliates to market to you
 

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

 

California Residents:  Please note that certain types of personal information are exempt from state privacy laws. This information includes personal information we collect as part of our current or former client relationship with you pursuant to other privacy laws such as the federal Gramm‐Leach‐Bliley and Fair Credit Reporting Acts, and the California Financial Information Privacy Act.  What we do with your personal information governed by the Gramm‐Leach‐Bliley Act is set forth herein.

 

Nevada Residents: Nevada law requires us to disclose that you may request to be placed on our internal "do not call" list at any time by calling 310.882.6380 x 103, and that we are providing this notice to you pursuant to state law.  You may obtain further information by contacting the Nevada Attorney General, 555 E. Washington Ave., Suite 3900, Las Vegas, NV 89101; phone 702‐486‐3132; email BCPINFO@ag.state.nv.us.
 

Other Important Information:  We disclose our privacy policy on our website.  We reserve the right to modify this policy at any time, but if we do change it, we will tell you promptly.