Privacy Notice

 

FACTS: What does Barry Capital Management, Inc. do with your financial information?

Why? 

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please review this page carefully to understand what we do. 

What?

The types of personal information we collect and share depends on the product or service you have with us. This information can include;  

  • Social security number and income
  • Account balances and assets
  • Transaction history

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Barry Capital Management Inc chooses to share, and whether you can limit this sharing. 


Reasons we can share your personal information.

Does Barry Capital Management share? 

Can you limit this sharing? 


For everyday business purposes- such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. 

Yes

No

For our marketing purposes- to offer products and services to you

Yes

No

For joint marketing with other financial companies

No

Not Applicable

For our affiliates' everyday business purposes- information about your transactions and experiences

No

Not Applicable

For our affiliates' everyday business purposes- information about your creditworthiness

No

Not Applicable

 For our affiliates' to market to you

No

Not Applicable

 For our nonaffiliates' to market to you

No

Not Applicable


Who is providing this notice?

Barry Capital Management, Inc. 

What we do.

How does Barry Capital Management Inc. protect my information? 

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building. 

How does Barry Capital Management Inc. collect my personal information? 

We collect your personal information, for example, when you; 

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory or wealth management contract
  • Tell us about your investment or retirement portfolio or it's earnings

We also collect your personal information from other companies.  


 Definitions 

Affiliates- Companies related by common ownership and control. They can be financial and non-financial companies

  • We have no affiliates

Nonaffiliates- Companies not related by common ownership and control. They can be financial or non-financial companies.  

  • We do not share with nonaffilitates to that they can market to you. 

Joint Marketing- A formal agreement between nonaffiliated financial companies that together market financial products or service(s) to you.  

  • We do not jointly market.

  

 To download a copy of our Privacy Notice "click" on the form below.