Sage Tap Poder (“Sage Tap Poder”) values the confidentiality, protection, and integrity of customer information as essential to providing quality service. This Privacy Policy is designed to protect your right to privacy and prevent the misuse of your personal information. The key principles of our Privacy Policy are:Your personal information is gathered for business purposes only.
Personal information is shared only with individuals or third parties who have a legitimate business or regulatory reason to access it.
Your personal information gathered by this website remains confidential and is never sold to an outside agency or third party for any reason.
Personal Information
When engaging with Sage Tap Poder, certain information about you is collected and periodically updated to reflect changes in your personal situation. Collecting this information is both a practical and regulatory requirement, allowing Sage Tap Poder to provide appropriate services and recommendations.The personal information we collect may include, but is not limited to:Name, address, and contact details
Taxpayer identification number
Date of birth and citizenship
Number of dependents
Occupation and income
Total assets and liquid assets
Investment experience, objectives, and risk tolerance
Third Parties
For legitimate business purposes, we may share the personal information described above with the following non-affiliated third parties:
Companies with whom you have requested a relationship, such as issuers of private debt or equity securities, mutual fund and insurance companies, banks, attorneys, and accountants.
Governmental agencies and regulatory authorities as required by law.
Service providers under contract to perform functions for Sage Tap Poder, such as statement vendors, data processing providers, software providers, and other operational support companies.
Sage Tap Poder may also engage clearing firms or third-party service providers to handle certain aspects of operations. Personal information may be shared with these entities to enable them to perform services such as bookkeeping, cash and securities distribution, and account maintenance.
Confidentiality
Access to your personal information is strictly limited to employees, partners, or contractors who require it to conduct business. These individuals are required to protect the confidentiality of your personal information and adhere to established policies and procedures. Sage Tap Poder employs physical, administrative, and electronic safeguards to ensure compliance with these procedures.
Additional Information
Providing complete and accurate information is crucial for Sage Tap Poder to offer appropriate services and recommendations. Please notify us promptly if there are any changes to your personal information.If you have any questions or concerns about this Privacy Policy or your personal information, please contact us directly.