Iconic Capital LLC ("Iconic") believes it is essential that we maintain the privacy of the nonpublic personal
information that you provide to us and that we obtain in connection with providing our products and services to you.
Iconic limits the use, collection, and retention of such information to what we believe is necessary or useful to
conduct our business and to provide and offer you quality products and services, as well as other opportunities that may be
of interest to you. Information collected may include, but is not limited to name, address and telephone number, tax identification
number, date of birth, employment status, annual income, and net worth.
In providing products and services to you, we collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms (e.g. investment/insurance applications, new account forms, and other forms and agreements);
- Information about your transactions with us or others (e.g. broker/dealers, clearing firms, or other chosen investment sponsors); and
- Information we receive from consumer reporting agencies (e.g. credit bureaus), as well as other various materials we may use to put forth an appropriate recommendation, or to fill a service request.
Iconic places strict limits on who receives specific information about your account(s) and other personally identifiable data.
As a rule, we do not disclose nonpublic personal information we collect to others. However, because we rely on certain third parties
for services that enable us to provide our advisory services to you, such as our attorneys, auditors, other consultants, brokers, and
custodians who, in the ordinary course of providing their services to us, may require access to information, we may share non-public
personal information with such third parties. Additionally, we will share such information where required by legal or judicial process,
such as a court order, or otherwise to the extent permitted under the federal privacy laws.
We restrict access to nonpublic personal information about you to those persons associated with Iconic, who need
access to such information in order to provide our products or services to you. We maintain physical, electronic, and
procedural safeguards that comply with federal standards to guard your nonpublic personal information.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as
described in this notice.
Iconic reserves the right to change these Privacy Principles, and any of the policies or procedures described above, at
any time without prior notice. However, you will be promptly provided with a current copy of our privacy notice upon material changes
or upon request. So long as you remain an active customer, you will receive a current copy of our privacy notice at least annually.
These Privacy Principles are for general guidance and do not constitute a contract or create legal rights, and do not modify or amend
any agreements we have with you.
at any time, please call Alberto Siblesz at 305-539-3850 or via e-mail at firstname.lastname@example.org