CV Advisors LLC (the “Firm” or “CV”) is committed to protecting and safeguarding the personal and financial information that our clients have entrusted to us. To that end, we are providing you with a copy of our current Privacy Notice to remind you of our concern for and our efforts related to the protection of your personal, non-public information.
In the course of doing business with clients, CV Advisors collects confidential information about clients. “Confidential personal information” is financial and any other information about our clients that is non-public and personally identifiable such as name, address, date of birth, financial account numbers or social security numbers. Such information may also include the amount of your investments, representations about your assets and income you made and representations of sources of your funds.
Disclosure of Information
All information given to CV Advisors and all recommendations and advice furnished by the Firm to the client will be kept confidential and will not be disclosed to anyone, except as we may be required to do so by law or as specifically instructed by our clients. Accordingly, it may disclose confidential information about clients:
- To government entities, in response to subpoenas, information requests, or to comply with applicable laws or regulations;
- When clients instruct, or consent to, CV Advisors making such disclosure to service providers that are employed by or on behalf of the client, such as external accountants, outside counsels, and other financial service providers that custody the client’s assets or process the client’s transactions (including custodians, broker-dealers, prime brokers, third party administrators and banks). The Firm will only share the appropriate confidential information necessary to ensure that we are able to provide the highest level of service to the client.
Information About Former Clients
Even if a client no longer has an account with CV Advisors, we will adhere to the privacy policies and practices described in this notice.
How CV Safeguards Information
Within CV Advisors, access to confidential information about clients is limited to our employees and in some cases to third parties (for example, the service providers described above) as may be permitted or required by applicable laws or regulations. The Firm maintains physical, electronic and procedural safeguards to guard clients’ confidential information. Amongst these safeguards, all of the Firm’s employees are required to sign confidentiality agreements as a condition of their employment.
If this Privacy Notice changes in any material way, you will be notified through appropriate means. If you have questions or comments about our privacy notice, please call us at (305) 358-5990 for further information or explanation.