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Your Privacy Is Our Priority
A Guide to How We Protect and Utilize Customer Information
Protecting Your Privacy
At MarketWise.com ("MarketWise"), earning
and keeping your trust is at the core of our business. We are
committed to protecting the personal and financial information
you've entrusted to us. In accordance with federal privacy regulations,
we would like to share with you the principles and policies that
we use to ensure the privacy of customer information. Our
Pledge To You
While information plays a large role in our ability to provide
superior service, we know that our most important asset is our
customers' confidence in us. Keeping customer information secure,
and using it only as our customers would want us to, are matters
of principle for all of us at MarketWise.
With this in mind, here is our pledge to each and every MarketWise
customer.
We will:
- Respect the trust you place in us and the confidential nature
of the information you provide through your financial relationship
with us.
- Limit the collection and use of customer information to
what we believe would be useful to service your accounts,
administer our business, or tell you about our services.
- Restrict employee access to customer information to those
who need to know in order to provide services to you.
- Educate our employees to reinforce the importance of confidentiality
and customer privacy.
- Maintain appropriate security standards and procedures to
protect information about you.
- Respond quickly to your request to correct inaccurate information.
You can count on us to protect the privacy of the information
you have entrusted to us and to provide you with the responsive,
professional service you deserve.
Information We Collect
The information we collect and maintain about you comes primarily
from you during the course of your doing business with MarketWise.
This personal information, not available publicly,
comes from the following sources:
- Information you provide to us when you fill out account
opening documents, complete a form, or make a request for
services. This includes your name, address, age, Social Security
Number, investment objectives, investment experience, assets
and income.
- Information from your transactions with us, such as courses
attended and services rendered.
- Information obtained from others, such as credit reporting
agencies.
How Information Helps Both You and Us
Our mission is clear: to help you reach your financial goals.
Information about you and your accounts plays a key role in
our ability to succeed in this mission. It also helps us service
your accounts and administer our business.
For example, we use information about you
to:
- Respond more accurately and efficiently to your requests.
- Identify opportunities to give you more convenience and
control by developing new services that may benefit you.
- Secure your accounts and help protect you and MarketWise
from fraud.
Keeping Information Safe
We limit access to the information we have about you to those
employees who need to know to provide you with services to help
you meet your financial needs. We maintain appropriate physical,
electronic and procedural safeguards to protect your information.
The Importance of Being Accurate
We have security standards and procedures in place designed to prevent unauthorized access to your accounts and personal information. A key part of this process ensures that all information we have about you is accurate and up-to-date. If you ever discover inaccuracies in our data or if your personal information changes, we urge you to notify us immediately.
We Limit The Sharing of Information
To protect your privacy, we limit the information we share outside
MarketWise. We conduct our business with great respect for the
confidential nature of the information being provided. We will
not share information about you except as outlined below.
Sharing Information With Companies Who Help
Us Provide You Services
We may share the information described under the section captioned "Information We Collect" with companies external to MarketWise to complete a transaction you have requested or to help us service your account. We are highly selective in choosing these companies. All companies with whom we do business are contractually obligated to comply with strict standards regarding security and confidentiality, and the information can be used only for the sole purpose of providing the service we have requested the company to perform.
Examples of the types of outside companies with which we may share information include non-financial companies that perform services for us such as data processing and companies that perform securities execution and clearing services on our behalf.
Sharing Information In Other Situations
We may share the information described under the section captioned
"Information We Collect" when we are permitted or required by
law. Examples include responding to a subpoena, conducting a fraud
investigation or reporting to a credit bureau. We also may share
this information when authorized by you. An
Ongoing Commitment To Your Privacy
We are just as committed to protecting the privacy of our former customers as we are our current customers. If you choose to close your account(s) or become an inactive customer, you will continue to be protected by the privacy policies and principles described in this policy.
A Tip From Us
Many customers wish to reduce the amount of advertising
that they receive from other companies-both by mail and by phone.
One way to do this is to write to the Direct Marketing Association
requesting that your name be removed from mailing and telemarketing
lists.
To remove your name from mailing lists,
write:
Mail Preference Service
c/o Direct Marketing Association
P.O. Box 9008
Farmingdale, NY 11735-9008
To remove your name from telemarketing lists, write:
Telephone Preference Service
c/o Direct Marketing Association
P.O. Box 9014
Farmingdale, NY 11735-9014
Please be sure to include complete information about each name, address, and telephone number that you would like to have excluded from national advertising lists. If you have moved within the past year, you should also include your old address and phone number. The same is true for name changes and the addresses and phone numbers associated with each name.
You can also request to have your name removed from pre-approved credit solicitation lists maintained by various credit bureaus by calling 1-888-567-8688.
At MarketWise, your business is important to us, and we promise
to do our best to safeguard your financial assets and personal
and financial information about you. If at any time we can help
you further, please do not hesitate to call your registered
representative. |
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Copyright© 2008 MarketWise Trading School, L.L.C. All rights reserved.
MarketWise Trading School, L.L.C. is a wholly-owned subsidiary of Terra Nova Financial Group, Inc.
Please Note: "The risk of loss in electronic active investing can be substantial.
You should, therefore, carefully consider whether such trading is suitable for
you in light of your circumstances and financial resources."
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