Ascentia Capital Partners, LLC’s primary client goal is to protect your privacy.
To conduct regular business, we may collect non-public personal information from sources such as:
- Information reported by you on applications or other forms you provide us
- Information about your transactions with us, our affiliates, or others
As Ascentia Capital Partners, LLC shares non-public information solely to service our client accounts, we do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.
To provide the utmost in service, we may disclose the information below regarding clients and former clients, as necessary, to companies to perform certain services on our behalf or to other financial institutions with whom we have joint marking agreements, or as required by law.
- Information Ascentia Capital Partners, LLC receives on applications (name, social security number, address, assets, etc.)
- Information about client transactions with our firm or others (account information, payment history, parties to transactions, etc.)
INFORMATION SAFEGUARDING
Ascentia Capital Partners, LLC will internally safeguard your non-public information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic, and procedural safeguards that meet federal and/or state standards to guard your non-public personal information.