Capital Partners is committed to maintaining the
security and confidentiality of personal information
supplied by current and potential customers. Our
policy is to protect the confidentiality of consumer
information. Our employees exercise great care
when dealing with personal information from clients,
and we have installed procedures for handling
of personal information.
ICG collects nonpublic personal
information about you from the following sources:
- Information we receive
from you on applications or other forms;
- Information about your transactions
with us or others; and
- Information we receive from
a consumer-reporting agency.
ICG does not disclose and
does not reserve the right to disclose nonpublic
personal information to affiliates or nonaffiliated
third parties, except as permitted by law.
Nonpublic personal information
- Personally identifiable
financial, and non-financial information;
- Any list, description, or
other grouping of customers (including publicly
available information pertaining to them)
that is derived using any personally identifiable
financial information that is not publicly
ICG restricts access to your
personal information to those employees who
need to know that information to provide products
or services to you, and maintains physical,
electronic, and procedural safeguards to guard
your nonpublic personal information.
If you decide to become an
inactive customer, we will adhere to the privacy
policies and practices as described in this
As a consumer, you have the
right to instruct your broker/dealer that personal
information not be shared, subject to certain
specific exceptions relating to joint marketing
programs, outsourcing to service providers and
legal and regulatory disclosure.
Please feel free to
contact us at (704) 332-1930 if you have any
questions regarding this notice.