EQUITY INVESTMENT CORPORATION
Nonpublic Personal Information
Nonpublic personal information is broadly defined to include any information a customer provides to a financial institution that is not publicly available. Nonpublic personal financial information includes, but is not limited to, financial and account information and information relating to services performed for or transactions entered into on behalf of our clients.
Collecting Your Information
We only collect information about you and our other clients as permitted and/or required by law to conduct our business properly and to service your accounts. We receive this information mostly from you via applications, contracts, agreements, etc.
Protecting Your Information
We treat all of your information with the highest amount of confidentiality. Access to such information is restricted to those principals and employees whose business function requires them to have such information. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your privacy and to ensure its confidentiality.
If and when highly sensitive information is required to be transmitted by email, such transmittal is encrypted. Additionally, employees must shred any information that would identify you, including, but not limited to your name, social security number, address, email address, account number, internal EIC nickname or code prior to disposal.
We do not share your information with third parties. However, there are certain occasions when a third party would have access to information about your account, and they are:
- Government agencies or others as necessary to comply with the law or in a response to legal or administrative processes such as subpoenas.
- Attorney, tax accountant, trustee or anyone else who represents you in a fiduciary capacity with whom you have authorized the sharing of certain information in connection with providing services to you.
- Entities that perform services for us or function on our behalf to help service or manage your account, including financial service providers such as a clearing broker-dealer.
- EIC’s attorneys, accountants or auditors.
EIC provides an initial privacy notice no later than the time of establishing the client relationship. In addition, EIC provides an annual privacy notice to clients during the continuation of the relationship.
In an effort to provide our clients with superior service, we strive to keep all of our records accurate. We take prompt action to correct errors, and we ask that you point out any inaccuracies should you discover any.
This policy for maintaining the privacy of our clients’ confidential information provided to us remains in effect even after an account is terminated. Should you have any questions regarding our policy, please contact us:
Equity Investment Corporation
1776 Peachtree Street, Suite 600S
Atlanta, GA 30309