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Privacy Policy

REV 11-14-17

At DeGreen Capital Management LLC (DCM) we recognize the importance of protecting your privacy. We have policies in place to maintain the confidentiality and security of your personal information. The following description is designed to help you understand what information we collect from you and how we use that information to serve you.

CONFIDENTIALITY & SECURITY

We restrict access to your nonpublic, personal information to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your non-public, personal information.

CATEGORIES OF INFORMATION THAT DCM DISCLOSES AND PARTIES TO WHOM DCM DISCLOSES:

We do not disclose any non-public, personal information about our clients or former clients to anyone (unaffiliated third parties) unless necessary to deliver the products and/or services DCM provides to you, or unless DCM is required to do so by law, court order, or by authorized regulatory authorities.

CATEGORIES OF INFORMATION THAT DCM COLLECTS

We collect non-public personal information about you from the following sources:

  • Information we receive from you on application(s) or other forms;
  • Notes that we take during our interactions with you;
  • Information about your transactions with us, our affiliates, or with authorized vendors (such as Efficient Market Advisors LLC) or others; and
  • Information we receive from customer-reporting agencies.

This Privacy Notice is being provided on behalf of DeGreen Capital Management LLC.

If you have more than one account with DeGreen, you may receive multiple notices.