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Política de privacidade

FACTS

WHAT DOES BRADESCO GLOBAL ADVISORS INC. DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


What?

The types of personal information we collect, and share depend on the product or service you have with us. This information can include:

  • Passport, Driver’s License, other identification, and Tax Identification number

  • Account balances, holdings, expected transactional and wire transfer activity

  • Employment status and income


How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Bradesco Global Advisors chooses to share; and whether you can limit this sharing.


Reasons we can share your personal information

Does Bradesco Global Advisors share?

Can you limit this sharing?

For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus


Yes


No

For our marketing purposes—

to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

We don't share

For our affiliates’ everyday business purposes—

information about your transactions and experiences


Yes

No

For our affiliates’ everyday business purposes—

information about your creditworthiness

Yes

Yes

For our affiliates to market to you

Yes

Yes

For nonaffiliates to market to you

No

We don't share


To limit our sharing

Visit us online at https:// www.bradescoinvest.us Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

Questions?

Call 305-789-7000 or contact us via www.bradescoinvest.us


Who we are

Who is providing this notice?

Bradesco Global Advisors Inc.

What we do

How does Bradesco Global Advisors protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include physical, electronic, and procedural safeguards (including, without limitation, secure servers, firewalls, antivirus, restricted access to files, and restricted access to offices) that comply with federal standards.

How does Bradesco Global Advisors collect my personal information?

We collect your personal information, for example, when you

  • Open an account or seek advice about your investments

  • Direct us to buy securities or to sell your securities

  • Provide account documentation, identification, or income information

We may also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness

  • affiliates from using your information to market to you

  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account - unless you direct us otherwise in writing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include financial companies such as Bradesco Investments Inc., Bradesco Bank, and Banco Bradesco S.A.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Bradesco Global Advisors Inc. does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Bradesco Global Advisors Inc. does not jointly market.

Other important information