Privacy Policy
Our Commitment to Your Privacy
Centara Capital Management Group, Inc. (“Centara”) realizes how important your privacy is and we want you to know the measures we take to protect your privacy. In this Privacy Statement, you’ll learn what information we receive from you, what we do with that information, and the steps we take to safeguard your information. Whether you are an applicant, customer, or former customer, Centara is committed to your privacy.Your Information
We collect various types of information about you. This information is needed to process your requests and to provide or offer services to you. We get this information from the information you provide to us and from outside companies you have given us authorization to contact, like your bank, your custodian, or a lender. The type of information we gather includes:- Identification Information – information that identifies you such as name, address, and social security number.
- Personal Information – information you provide to us on an application or questionnaire, such as your financial and health information.
- Bank Account, Loan, and/or Employment Information – information concerning your payment history, employment and income status, and your bank statement.
How We Protect Your Information
One of the most important responsibilities we have is protecting your information. Here are some of the steps we take to safeguard the security and integrity of your information:- We limit access to customer information to only those employees who have a business reason to review the information.
- We use technology to protect your information (for example, we use backup files, virus detection, encryption, firewalls, and other computer software and hardware).
- We require independent contractors and outside companies who work with us to comply with rigid privacy standards through their contracts with us.
We Do Not Share Your Information with Third Parties Who Want to Market their Products to You
It is our standard practice not to share your information to companies not related to us. The only time we share with companies not related to us is so we can serve your needs. For example, we may provide your information to:- Companies that perform business operations for us (such as a company that services your account for us).
- Companies that act on our behalf to market our services, or other institutions with whom we have entered into a joint marketing agreement in order to provide you with valuable products or services.
- Others as permitted or required by law (such as to protect you against fraud or in response to a subpoena).
We may Share Your Information with Companies Related to or Affiliated with Us
To provide you with the best services we can offer, including those that might benefit you or you might want from companies related to us, and to help us guard against fraud and identity theft, we may share your information with our affiliates, except as prohibited by law. Our affiliates include: Centara Capital Securities, Inc., Centara Capital Real Estate Services, Inc., Centara Capital Consulting, Inc., Three One Capital, LLC, EK Investments, LP, EquityKey Holdings, LLC, EquityKey Advisors, L.P., and EquityKey Management, L.P. These companies provide broker-dealer, insurance, real estate and mortgage broker, and other financial services. These companies will not independently market to you; all marketing will come from us.The Accuracy of Your Information
We strive to maintain complete and accurate information about you. If you believe your information with us is not complete or accurate, please let us know immediately by contacting us at (888) 599-4600 or info@centaracapital.com.The policies and practices described in this disclosure are subject to change, but we will notify you of any significant changes as required by applicable law.