Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the privacy and security of our clients is an important responsibility. That’s why we at Watts Capital Partners want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.
Watts Capital Partners has adopted this policy with recognition that protecting the privacy and security of the personal and proprietary information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What information we collect
We collect certain nonpublic personal identifying information about you (such as your name, address, Social Security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What information we disclose
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to the extent that is necessary to effect transactions or meet industry partner and regulator compliance requirements (such as broker-dealers, custodians, or independent managers); (ii) to persons assessing our compliance with industry standards (e.g., FINRA, the SEC, or state licensing agencies); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
Security of your information
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
What information is collected about you? How do we use it?
We take the utmost care to ensure that the personal information we obtain from you is not used in a way that you may be unaware of or not agreeable to. You may wish to submit an information request to us or subscribe to our e-mail or lists. In response, we may ask for information such as your name and address. In the event you opt to provide us with this information, we will only use it for the purpose specified by you at the bottom of the information gathering form.
Information collected on our website may be used to:
- Send marketing communications or surveys to you
- Respond to your questions or suggestions
- Improve the quality of your visit to our site
All communications will provide an opt-out button to allow you to choose not to participate in our lists and future online marketing. In deciding whether or not to join such lists, please note that they are only used for our purposes. We do not sell, rent or share any of your personal information with any other party including any third-party joint promoters, nor use it for unapproved commercial purposes. You may request to be removed from our lists at any time. All emails distributed to our lists will contain easy, online access to unsubscribe.
Permission for use
Use of aggregated data
We are interested in improving the site and may develop and offer new features and services. We monitor aggregated data regarding use of the site for marketing purposes and to study, improve and promote use of the site. In connection with such purposes, we may share aggregated data with third parties collectively and in an anonymous way. Disclosure of aggregated data does not reveal personal information about individual site users in any way that identifies who they are or how to contact them.
To enable features at the site, we may assign one or more “cookies” to your Internet browser. Cookies, among other things, speed navigation through our site, keep track of information so that you do not have to re-enter it each time you visit our site, and may provide you with customized content. A cookie is an Internet mechanism composed of a small text file containing a unique identification number that permits a web server to send small pieces of information or text by means of your browser and place them on your computer’s hard drive for storage. This text lets the web server know if you have previously visited the web page. Cookies by themselves cannot be used to find out the identity of any user.
Links provided to other sites
We may provide links to a number of other web sites that we believe might offer you useful information and services. However, those sites may not follow the same privacy policies as we do. Therefore, we are not responsible for the privacy policies or the actions of any third parties, including without limitation, any website owners whose sites may be reached through this site, nor can we control the activities of those websites. We urge you to contact the relevant parties controlling these sites or accessing their on-line policies for the relevant information about their data collection practices before submitting any personal information or other sensitive data.
Policy modifications & contacting company