Protecting Your Confidential Information
We do not disclose any nonpublic personal information about our customers to anyone, except as required or permitted by law. Vantage Point X does not sell personal information obtained about you to companies that are not associated with Vantage Point X for the purpose of marketing their products or services to you.
Collection and Use of Personal Information
Information we receive from you on account applications or other forms, such as name, address, phone and similar information. We use this information to administer the accounts we maintain on your behalf, process transactions requested by you, respond to your inquiries, evaluate your investment needs, and identify other products and services that may interest you.
All Vantage Point X employees are instructed to use strict standards of care regarding the confidentiality of your nonpublic personal information as outlined in firm policies. Employees not adhering to our firm policies are subject to disciplinary action. We require outside companies and independent contractors to whom we provide customer information for marketing, servicing or processing to enter into a confidentiality agreement that restricts the use of the information to those purposes. We maintain physical, electronic and procedural safeguards that comply with applicable laws to protect your nonpublic personal information.