Privacy Policy

Privacy Policy

Dutch Asset Corporation
113B Jericho Rd.
Selkirk, NY 12158
(518) 478-8077
[email protected]

Our Commitment to Your Privacy

Investment advisors are required by law to inform clients of their policies regarding the privacy of client information. Dutch Asset Corporation is committed to maintaining the confidentiality and security of your personal information in accordance with federal law and professional standards that are often more stringent than those required by law.

Federal law gives you the right to limit some, but not all, sharing of your personal information. This policy explains how we collect, share, and protect your information.


Information We Collect

We collect nonpublic personal information (NPI) about you that is either provided directly by you or obtained with your authorization. This information may include, but is not limited to:

  • Social Security Number

  • Date of Birth

  • Banking and financial account information

  • Account balances

  • Sources of income

  • Credit card numbers or related information

If you are no longer a client, we may continue to share your information only as described in this notice.


How We Share Information

All investment advisors may need to share personal information to conduct everyday business operations. We may share your information for the following reasons:

  • Everyday business purposes – such as processing transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus

  • Marketing our services – to offer products and services to you

  • Joint marketing – with other financial companies

  • Affiliates’ everyday business purposes – information about your transactions and experiences

  • Non-affiliates – to market to you

Clients may opt out of sharing information for joint marketing with other financial companies, affiliates, or non-affiliates.

If you are a new customer, we may begin sharing your information on the day you sign our agreement. When you are no longer a customer, we may continue to share your information as permitted by law. You may contact us at any time to limit this sharing.


Your Right to Opt Out

Federal law allows you to limit the sharing of your nonpublic personal information by opting out of the following:

  • Sharing information with non-affiliates for their everyday business purposes

  • Sharing information with non-affiliates to market to you

  • Sharing information with non-affiliates for joint marketing

State laws and individual company policies may provide additional rights to limit sharing. Please notify us immediately if you wish to opt out of these types of information sharing.


How We Protect Your Information

We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your personal information from unauthorized access or use. These safeguards include secure computer systems, controlled access to files, and secured office facilities.


Definitions

  • Affiliates: Companies related by common ownership or control. They can be financial or non-financial companies.

  • Non-affiliates: Companies not related by common ownership or control. They can be financial or non-financial companies.

  • Joint marketing: A formal agreement between non-affiliated financial companies to market financial products or services to you.