Matrix Capital Group, Inc. (“Matrix”) is a registered with the U.S. Securities and Exchange Commission as a broker/dealer, investment adviser and transfer agent.
The personal information that we have about you comes directly from you. You disclosed much of this information on your account application or we may have contacted you by telephone or mail for additional information.
We keep information about the investments you purchase, transaction and payment history. We may in extreme cases collect personal information from outside sources, including consumer reporting agencies.
We do not sell client information to anyone. We do not disclose your personal information to companies or organizations not affiliated with us. We may use your personal information to communicate with you about your investments. In addition, we may, as permitted by law and without your prior permission, provide personal information about you contained in our records or files to persons or organizations such as:
- Persons who perform business functions for us, such as third partiers that provide assistance in processing and servicing your account; and
- Regulatory or law-enforcement authorities
We recognize the need to provide protection against unauthorized access to the information we collect, including that held in an electronic format on our computer systems. We maintain physical, electronic, and organizational safeguards to protect your personal information. We continually review our policies and practices, monitor our computer networks and test the strength of our security in order to help us ensure the safety of shareholder information.
Matrix considers privacy a fundamental right and we take seriously the obligation to safeguard client information. We will adhere to the policies and practices above for both current and former customers. If you believe that any information about you is not accurate, please let us know.
Matrix Capital Group is a member organization of FINRA and registered SEC company.
Visit Matrix Fund Services at MatrixFundServices.com