Privacy Policy

PRIVACY POLICY
For all of the
MANAGEMENT SERVICES

Wavetech Enterprises, LLC recognizes that as your investment advisor you entrust us with both your hard-earned assets and your personal and financial data. We consider your data to be private and confidential, and ensuring your privacy is our utmost concern.

Information We Collect. In order to provide you with the best service possible, we collect certain nonpublic personal information about you, including:

  • Information from the client profile form you provide to us in connection with your accounts (such as your name and address);
  • Information about the account that Wavetech Enterprises manages on your behalf (such as purchases and sales initiated by Wavetech Enterprises or you as well as your account balances);
  • Information obtained through discussions with you about accounts or inquires made by you regarding your accounts (such as account risk profiles, spending needs, and your biases for, or against, certain investments).

Information We Share. Wavetech Enterprises shares information solely to service our client accounts. We do not disclose any nonpublic information about our customers or former customers to anyone, except as specified here. For example, so that we may continue to offer services that best meet your investment needs, and to effect transactions that you request or authorize, we may disclose the information that we collect, as described above, to companies that perform administrative services on our behalf. Those companies include accounting and bookkeeping services. Those companies use the information we share only to perform the services for which we engage them, and are not permitted to use or disclose the information for any other purpose.

Information Safeguarding. Wavetech Enterprises internally safeguards information about you by restricting access to members or personnel who provide products or services to you or those who need access to your information to service your accounts. In addition, we maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

Change to Our privacy Policy. We reserve the right to change our privacy policy in the future but we will not disclose your nonpublic personal information, except as addressed here, without giving you an opportunity to instruct us not to.

If you decide at some point either to close your managed account(s) or to become an inactive client, we will continue to adhere to the privacy policy and practices described in this notice.

All Rights Reserved. Copyright © 2020 Wavetech Enterprises, LLC