I Personal Information Collected
Information collected may include:
- Your name, home address, phone number, email address, age, date of birth.
- For verification purposes, we may require (not necessarily so), a photocopy of a valid driver’s license or passport.
- For us provide informed investment
management services to you, we may also collect information about your
financial goals, budget planning, retirement and other goals
II How We Handle Your Personal Information
We use the information provided to retain the normal state of business: open accounts for customers, complete transactions in your accounts. We may also use the information that you provide to us or that we receive from third parties in the following ways:
Contracting with third-parties
Sometimes we cooperate with non-affiliated companies to perform services.
As necessary, we share information we collected from you to these third parties. We only release the information necessary for the third party to complete its assigned responsibilities.
We may use third-party order management, billing, and reporting systems. As a result, BCM provides confidential client data to these third parties to complete these back-office services.
We will release information collected upon your request or if we are compelled to do so by law.
Direct marketing purposes
We may contact you by email for the purposes of providing information on our services, or providing information on behalf of our partners. You are free to opt out of receiving such marketing messages anytime by unsubscribing or contacting us.
We may use the information gathered to manage your access to our website and ensure that the content and services are presented effectively and comfortably for you.
Business development and analysis
We gather the statistics (mostly data like IP, browser, device information, operating system) and data about your surfing our website in order to improve our services, optimize user interface and marketing materials. We may also use these data in order to make personalized suggestions and recommendations about our services.
We may need to use your data to comply with any relevant legal obligations. We will do so if requested by legal authorities and/or in order to protect our customers.