DaneVest Capital LLC is committed to protecting your privacy. We
are providing you with this privacy notice to inform you of how we
handle your personal information that we collect and may disclose
policies relating to the information you disclose to us.
You are receiving this notice because you may obtain a financial product or service
from or through us for personal, family or household purposes if you acquire
an interest from the Company.
What We Do To Protect Your Personal Information
We protect personal information provided to us according to industry
standards of security and confidentiality. These standards apply
to both our physical facilities and any online services we may
provide. We maintain safeguards that comply with federal standards
to guard consumer information. We permit only authorized individuals
who are trained in the proper handling of individual investor information,
and who need to access this information to do their job, to have
access to your personal information.
Personal Information That We Collect and
As part of providing you with our products and services, we may obtain
nonpublic personal information about you from the following sources:
- Information we receive from you on subscription agreements or
other forms, such as your name, address, telephone number, Social
Security number, occupation, assets, income and investment expertise;
- Information about your transactions with us, our affiliates,
or unaffiliated third parties, such as your account balance and
- Information from public records we may access in the ordinary
course of business.
- Such information will be used by us only in connection with servicing
your financial needs.
Categories of Affiliates to Whom We May Disclose
We may share personal information about you with our affiliates.
With regard to our service providers, we will ensure that all agreements
or contracts contain provisions that they will preserve the confidentiality
of our customers’ information and that the information may
only be used for the specific purpose of providing services on our
We do not otherwise provide information about you to outside firms,
organizations or individuals except to our attorneys, accountants,
other personnel involved in the closing and paperwork process of
our transactions, and auditors and as permitted by law. In addition,
all of our employees are subject to our internal policies, which
are reinforced in our written guidelines, and we maintain physical,
electronic and procedural safeguards to protect your nonpublic personal
information from unauthorized use.
What We Do With Personal Information about
Our Former Customers
If you decide to discontinue doing business with us, we will continue
we have in our possession about you and your account following the
termination of our investor relationship.
Which We Link
We are not responsible for the privacy policies or the content of
sites to which we link. We have no control of the use or protection
of information provided by you or collected by those sites. You should
us at (608) 661-1000 or write to us at DaneVest Capital LLC, P.O.
Box 7792, Madison, Wisconsin 53707.