Privacy Policy
Grace Financial Group LLC has arranged to have your account carried at its clearing broker, Goldman Sachs Execution & Clearing, L.P. It is our policy to respect the privacy of all accounts that we have introduced to our clearing broker and to protect the security and confidentiality of nonpublic personal information relating to those accounts. Please note that this policy applies to former customers as well as current customers.
Personal Information Collected
Information is provided to the clearing broker in order to provide the financial services that you have requested. This information may come from the following sources:
* Information received from you, such as your name, address, telephone number, social security number, occupation, and income;
* Information relating to your transactions, including account balances, positions,and activity;
* Information which may be received from consumer reporting agencies, such as credit bureau reports and other information relating to your creditworthiness; and
* Information which may be received from other sources with your consent.
Sharing of Non-Public Personal Information
Grace Financial Group LLC does not disclose nonpublic personal information relating to current or former customers to any third parties, except as required or permitted by law and in order to facilitate the clearing of customer transactions in the ordinary course of business.
Security
Grace Financial Group LLC strives to ensure that our systems are secure and that they meet industry standards. We protect personal information that is provided to us by maintaining physical, electronic and procedural safeguards that either meet or exceed applicable law.
Grace Financial Group LLC has educated its staff with regard to this privacy policy and, as a general policy, our staff will not discuss or disclose information regarding an account except with authorized personnel of the clearing broker or as required by law or pursuant to regulatory request and/or authority.
Changes to Grace Financial Group LLC Privacy Policy
Grace Financial Group LLC reserves the right to make changes to this policy.