Privacy Notice
Facts - What does Advisor Liwa Capital Advisors Ltd. (“Liwa Capital”) Do With Your Personal 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
read this notice carefully to understand what we do.
WHAT?
The types of personal information we
collect and share depend on the product or service you have with us.
This information can include:
- Social security number
- Income
- Assets
- Risk tolerance
- Wire transfer instructions
- Transaction history
When you are no longer our customer, we continue to share information about you as described in this notice.
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 Liwa Capital chooses to
share; and whether you can limit this sharing.
Reasons we can share your personal information |
Does Liwa Capital Share? |
Can you limit this sharing? |
|---|---|---|
For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations. |
YES | NO |
For our marketing purposes - to offer our products and services to you |
YES | NO |
For joint marketing with other financial companies | NO | NO |
For our affiliates' everyday business purposes - information about your transactions and experiences | YES | NO |
For our affiliates' everyday business purposes – information about your creditworthiness | NO | NO |
For our affiliates to market to you | YES | NO |
For nonaffiliates to market to you | NO | NO |
To limit our sharing
Cannot limit our sharing
Please note:
If you are a new customer, we can begin sharing your
information 30 days from the date we sent this notice. When you are no
longer our customer, we continue to share your information as described
in this notice. However, you can contact us at any time to limit our
sharing.
Questions?
Marie Nicolas, +971 2 621 1616
OR
Visit: www.liwacap.com
Who we are
Who is providing this notice?
Liwa Capital
What we do
How does Liwa Capital protect my personal 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 buildings.
How does Liwa Capital collect my personal information?
We collect your personal information, for example, when you
- Enter into an investment advisory contract
- Seek financial advice
- Make deposits or withdrawals from your account
- Tell us about your investment or retirement portfolio
- Give us your employment history
Why can't I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
N/A
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Our affiliates include companies with a common corporate identity
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Liwa Capital does not share with nonaffiliates so they can market to you
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Liwa Capital does not jointly market.
