Privacy Policy

AEM Capital Group, LLC Privacy Policy
April 2024

 

At AEM Capital Group, LLC we value your privacy

 

AEM Capital Group, LLC has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our clients are 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.

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Information We Gather

 

We collect certain nonpublic personal identifying information about you (including but not limited to your name, address, social security number, phone number, email address, employment information, income, credit references, 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.).

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Information We Share

 

We do not disclose the nonpublic personal information we collect about our clients to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

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We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive client, we will continue to adhere to our privacy policy.

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Security of Your Information

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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 to protect your nonpublic personal information.

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Changes to Our Privacy Policy

 

We reserve the right to change this Privacy Policy from time to time.

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Questions

 

If you believe that your nonpublic personal information is not accurate, please contact us. If you have questions about this privacy policy, please contact support@aemcg.com