|
Double Eagle Securities of America, Inc. Privacy & Security Double Eagle Securities of America, Inc. (DESA), a broker/dealer regulated under the rules and laws of the Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB) and the Securities and Exchange Commission (SEC), under SEC regulation S-P, we are required to provide the following private and security policy to all existing customer annually. These can also be viewed 24/7 via the internet at http://berttax.com/custom1.php Your Privacy and Security is one of our priorities. At Double Eagle Securities of America, Inc., we value your business and respect your right to privacy. We understand that the confidentiality and security of both your account information as well as any information that personally identifies you are of the utmost importance. Information that may be collected is done so to administer customer accounts, provide superior service, and offer products and services that will be of benefit to you. Types Nonpublic Information Collected When you apply for, open, or maintain an account with us, or when you agree to allow us to provide personalized advisory services, or apply for a financial product or service, we collect the following types of information: 1. Information you provide online and on applications or other forms, or through discussions we have with you or your representatives, such as your name, address, Social Security number, date of birth, income, employment information, investment experience, and risk tolerance, and any information about your personal goals or objectives. 2. Information about your transactions with or through us, such as your account balance, trading activity, loan amount, and account history, if applicable. Disclosure of Nonpublic Information We may disclose nonpublic personal information we collect, such as the categories described above, primarily to make available to you the financial products and services that we and our business partners provide. We do not disclose nonpublic personal information about former customers to anyone, except as permitted by law or to cooperate with regulators or law enforcement authorities.
We may share information, as permitted by law, that we receive from you to provide you with new products and better service. We limit who receives information and the types of information that is shared.
We may share certain information, as permitted by law, with our affiliated companies. By sharing information about your accounts and relationships with our affiliated companies, we can improve your experience with our company and serve you more efficiently. For example, if you have an account at Double Eagle Securities of America, Inc. and you wish to open an account with one of our affiliated companies, we may share information you have provided us. This could save you time in opening an account since you may not need to provide duplicate information.
We do NOT share any customer nonpublic personal information with third party marketers offering products and services.
To assist us in offering you products and services, we may share information with companies that work for us. These companies typically assist us in offering a particular product or service. These companies act on our behalf and are obligated to keep the information that we provide to them confidential.
Double Eagle Securities of America, Inc. may NOT disclose nonpublic personal information about you to a non-financial services company, such as a retailer. The information such as account balance, credit, and transaction activity information is never disclosed. You may inquire about our privacy policy directly with our compliance personnel by writing to: Director, Compliance and Security Double Eagle Securities of America, Inc. 6610 N University Drive, Suite 250 Tamarac, FL 33321 Calling us at 1 (800) 785-3759 Sending us an e-mail at bert@berttax.com. Children's Online Privacy Protection We do not knowingly solicit information from children, and we do not knowingly market to children. We recognize that protecting children's identities and privacy online is important and that the responsibility to do so rests with both the online industry and with parents. Double Eagle Securities of America, Inc. employees are responsible for adhering to strict confidentiality standards that are designed to protect your personal and financial information. This code of conduct ensures your privacy by controlling access to your information and restricting the use of it. Confidentiality standards and information access controls are regularly reviewed and updated to ensure your privacy. E-mail is an important communication channel for our customers and prospective customers alike. E-mail sent from within the Double Eagle Securities of America, Inc. Web site is transmitted in a safe, secure, and trusted manner. We use proven encryption methods to transmit this information and we restrict access to browsers that support Secure Socket Layer (SSL) protocol. DESA Email address is bert@berttax.com. Double Eagle Securities of America, Inc. is committed to protecting your privacy and limiting the information you provide to us. Protecting your personal privacy is the core of our business. We will continue to safeguard your information and comply with all regulations and laws related to privacy and will continue to assess new technology for protecting your information. |
