Maintaining trust and confidence is a high priority. Federal law requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. We want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Keystone National Group, LLC, an affiliate of Keystone Bridge Capital, LLC.
Information We Collect: In connection with providing services, we obtain non-public personal information about you, including:
Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. Keystone National Group, LLC does not sell customer lists and will not sell your name to telemarketers.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account, except under the following circumstances:
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
Regulation S-ID: How Your Information Is Protected: We take reasonable precautions to protect your Information from loss, misuse or alteration. We restrict access to your Information to those employees who need to know that Information to provide products or services to you, and we maintain physical, electronic and procedural safeguards for your Information that comply with federal regulations. You should recognize, however, that there is no such thing as perfect security on the Internet.
Regulation S-AM: Under Regulation S-AM, a registered investment adviser is prohibited from using eligibility information that it receives from an affiliate to make a marketing solicitation unless: (1) the potential marketing use of that information has been clearly, conspicuously and concisely disclosed to the consumer; (2) the consumer has been provided a reasonable opportunity and a simple method to opt out of receiving the marketing solicitations; and (3) the consumer has not opted out. Keystone National Group, LLC does not receive information regarding marketing eligibility from affiliates to make solicitations.
Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic and procedural security measures to safeguard confidential client information.
Complaint Notification: Please direct any complaints to: Chief Compliance Officer, Keystone National Group, LLC, 5000 Executive Parkway, Suite 445, San Ramon, CA 94583; Telephone: (925) 480-6050.
60 E. South Temple
Salt Lake City, UT 84111