Privacy Policy

Altavest Worldwide Trading Inc. and Altavest Private Client Services LLC are committed to safeguarding the personal account information that you provide us. The provisions of this Privacy Policy apply to former customers as well as our current customers.

Why and How We Collect Personal Information

When you apply for or maintain an account with us, we collect personal information about you for business purposes, such as evaluating your financial needs, processing your requests and transactions, informing you about products and services that may be of interest to you, and providing customer service. The personal information we collect about you includes:

  • Information you provide to us on a applications and other forms such as your name, address, date of birth, social security number, occupation, assets, and income
  • Information about your transactions with us and with our affiliates
  • Information we receive from consumer reporting agencies, such as your credit history and creditworthiness, and other entities not affiliated with Altavest
  • Information you provide to us to verify your identity, such as a passport, or received from other entities not affiliated with Altavest
How We Protect Personal Information

  • We limit access to your personal information to those employees who need to know in order to conduct business, service your account, help us provide you with products and services you have requested, help you accomplish your financial objectives, improve our services to you, and to inform you about additional products or services that may be of interest to you.
  • Our employees are required to maintain and protect the confidentiality of your personal information and must follow established procedures to do so. We maintain physical, electronic, and procedural safeguards to protect your personal information.
  • We are committed to safeguarding your privacy online. When submitted, your account information is entered through a secure and encrypted portion of our Web site.
  • As a client you will need to enter a unique User Name and Password each time you want to access your account. Your Password should never be shared with anyone.
  • This Web site does not collect personally identifying information about you except when you specifically and knowingly provide it.
  • There is a technology called "cookies" which can be used to provide tailored information from a Web site. A cookie is an element of data that a Web site can send to your browser, which may then store it on your system. The Client login procedure uses cookies, and as a registered client you will not have to go through the process of reentering your User Name and Password each time you want access to your Client Services. You can set your browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it.
  • The Altavest Web site contains links to other Web sites. Altavest is not responsible for the privacy practices or the content of such Web sites.
Disclosure to Non-Affiliated Third Parties

We do not share any of your account information with third parties, except as required by law. We may disclose account information with non-affiliated companies and regulatory authorities as permitted or required by applicable law. For example, we may disclose personal information to cooperate with regulatory authorities and law enforcement agencies to comply with subpoenas or other official requests, and as necessary to protect our rights or property.