Online Privacy and Security Policy

Privacy Principles

Your privacy is important to us. This Online Privacy Policy explains how we collect, share, use and protect your personal information when you visit or use this and other online services offered by DKDouglas Consulting that link to or reference this policy (collectively, our “online services”). Please note, however, that this Online Privacy Policy is not an exclusive statement of our privacy principles across all products and services. Other privacy principles or policies may apply depending on the financial products or services you obtain from us, or the jurisdiction in which we are doing business with you. You can access many of these policies using the links at the bottom of this page.

We protect your information

We take our responsibility to protect the privacy and confidentiality of your information, including personal information, very seriously. We maintain physical, electronic and procedural safeguards that comply with applicable legal standards to secure such information from unauthorized access and use, alteration and destruction. We hold our employees accountable for complying with relevant policies, procedures, rules and regulations concerning the privacy and confidentiality of information.

We endeavor to collect, use and maintain client information only for appropriate purposes

We respect and protect your privacy even when you’re on the go

For your convenience, DKDouglas Consulting offers you the ability to access some of our products and services through mobile applications and mobile-optimized websites. When you interact with us through your mobile device, we may collect information such as unique device identifiers, your screen resolution and other device settings, information about your location, and analytical information about how you use your mobile device. We may ask your permission before collecting certain information, such as precise geolocation information.

We share personal information with affiliates and with others when we believe it will enhance the services and products we can provide to you or for legal and routine business reasons

We may transmit, transfer or process information to, or through, any country in the world, as we deem necessary, appropriate or consistent with legal or regulatory obligations

As a global company, we strive to provide you with access to the highest-quality financial products and services wherever you are. To do this, we may share your personal information among members of the DKDouglas Consulting. family of companies or service providers that may be located outside your home country. Although the data protection laws of these countries may be less stringent than those in your own, DKDouglas Consulting will take appropriate steps to ensure your personal information is handled as described in this Online Privacy Policy.

We provide you with relevant and appropriate choices regarding the sharing of personal information

We may give you choices regarding the sharing of personal information with affiliates and third parties. Choices you have about the sharing of your personal information will be described in the privacy policies or notices you receive in connection with the financial products or services you obtain from us.

We offer you the opportunity to access and correct your information on file with us

Keeping your account information up-to-date is very important. You may review or update certain account information by logging in and accessing the “Client Center” section. If you cannot change the incorrect information online, or you prefer to request changes offline, please contact your DKDouglas Consulting representative using the contact information listed on your account statements, records or other account materials.

We respect your decisions about the collection of personal information related to your online activities over time and across different websites for advertising purposes

DKDouglas Consulting does not allow unaffiliated third parties to collect personal information about your online activities when you visit our online services. Nor do we use personal information collected across non-affiliated websites for the purpose of serving you advertising related to your browsing behavior. If we engage in this practice in the future, we will provide appropriate notice and choice so that you may opt out of the practice.

We tell you when our privacy policies and practices change

We may change this Online Privacy Policy from time to time. When we do, we will let you know by appropriate means such as by posting the revised policy on this page with a new “Last Updated” date. All changes will become effective when posted unless indicated otherwise.