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Privacy Policy

NOTICE OF PRIVACY POLICY AND PRACTICE

BCG Securities, Inc. is committed to protecting your privacy and maintaining the confidentiality and security of your personal information. We do not disclose nonpublic personal information about our clients/investors or former clients/former investors to third parties other than described below:

We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us and in the course of providing services for you. We may use this information to provide services to you, to open an account for you, to process a transaction for your account or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to our affiliates and to firms that assist us in servicing our account and have a need for such information, such as a broker or fund administrator or financial adviser. We do not otherwise provide information about you to outside firms, organizations or individuals except to our attorneys, accountants and auditors and as permitted by law.

We restrict access to nonpublic personal information about you to personnel and affiliates that need to know that information to perform their job responsibilities and provide product and services to you. We maintain physical, electronic and procedural safeguards that comply with federal safeguards to guard your personal information.

This Privacy Notice also relates to the all related entities and branch offices of BCG Securities, Inc. Please contact BCG Securities, at 856-393-1950 if you have any questions concerning the privacy of your account information.

 
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