PRIVACY POLICY

PRIVACY POLICY

Phase appreciates the privacy concerns and expectations of our customers. We are committed to maintaining a high level of privacy and confidentiality when it comes to your personal information and we use that information only where permitted by law.

We provide this privacy notice to you so that you may understand our policy with regard to the collection and disclosure of non-public personal information (“Information”) pertaining to you.

COLLECTION OF INFORMATION

We collect non-public personal information about you from the following sources:

  • Information we receive from you on applications or other forms; and
  • Information about your transactions with us

DISCLOSURE OF INFORMATION

We do not disclose any Information about our customers or former customers to third parties except to the extent necessary to service your account, as permitted by law.

ACCESS TO INFORMATION

We restrict access to your Information except to the extent necessary to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your Information.

Our privacy policy applies only to those individual investors who have a direct customer relationship with us.