Privacy Policy

Consumer Privacy Policy

J. Safra Asset Management Corporation (“JSAM”) is dedicated to protecting your privacy and handling any personal information we receive from you with care and respect. This privacy notice is being provided on behalf of JSAM. When you use a JSAM product or service, you should understand when and how your personal information is collected, used, disclosed, and protected.

Privacy Policy – In providing financial services and products to you, we collect certain nonpublic personal information about you. Our policy is to keep this information strictly safeguarded and confidential, and to use or disclose it only as necessary and/or customary in order to conduct our business, provide our services or products to you, and as otherwise permitted by law.

Information Collected – “Nonpublic personal information” is individual information about you or your family that is necessary in order to provide any or all of our services to you. Nonpublic personal information may include: your name, address, telephone number, employment, income, family members, assets, liabilities, investment objectives and personal financial situation.

Information Disclosed – We disclose nonpublic personal information about you only as permitted by law or authorized by you. We do not sell your information to any companies so that they may solicit you.

Security Policy – JSAM considers your information to be confidential. Only those individuals who need your information to perform their jobs are authorized to have access to that information. We also maintain physical, electronic and /or procedural safeguards with respect to your information in order to protect the confidentiality of your information.

We will adhere to the policies and practices described in this notice for both current and former customers of JSAM and will assign certain JSAM personnel with the responsibility for data privacy and will inform employees of their privacy responsibilities. If you have any questions regarding our privacy policy, please contact us at (212) 704-5553.