We treat the information we gather about you in a confidential manner. Westfuller collects information about you to help us serve your financial needs, administer, and update accounts, reduce fraud and other risks, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.
In order to service your account, Westfuller may collect nonpublic, personal information from you as well as from other sources. The sources and the information collected may include:
- Information you provide to us or to our affiliated entities such as address, Social Security number, birth date, email address, net worth, assets, and income.
- Information regarding your transactions with us, our affiliates, or others, such as products or services purchased, account balances, trading history, and payment history, as well as information from information service companies and consumer reporting agencies, such as your transactions or credit relationships with unaffiliated third parties.
- Information from other unaffiliated third parties including employers, associations, benefit plan sponsors, and other institutions or non-financial services providers, such as mutual fund companies, investment firms, third party administrators, clearing firms, and other third parties who assist in providing account maintenance or Client service to the Client account(s).
Westfuller recognizes the need to prevent unauthorized access to the information we collect, including information held in electronic format. Westfuller authorizes access to your nonpublic, personal information only to personnel who require that information to serve you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic, personal information to ensure that we comply with our own policy, industry practices, and federal and state regulations. Should you decide to terminate your relationship with us, you can be assured that your information will continue to be treated according to the policies and practices as described in this privacy notice.
If you do not want Westfuller to share your information as described above, you have the right to optout of such disclosure. If you wish to opt-out, now or at any time in the future, please contact Westfuller at: 212-542-5851. You may also contact us by mail at Westfuller Advisors, 1185 6th Ave #319, New York, NY 10036.
For current investors, we will provide you with a copy of this Privacy Notice annually. For prospective investors, we encourage you to periodically review this Privacy Notice to ensure you are familiar with the most current version.
If you wish to contact us or have any questions about or complaints in relation to this Privacy Notice, please contact Westfuller at: 212-542-5851. You may also contact us by mail at Westfuller Advisors, 1185 6th Ave #319, New York, NY 10036.