This document is a privacy notice provided by Institutional Capital Network, Inc. and its affiliates, iCapital Advisors, LLC and iCapital Securities, LLC, in compliance with Regulation P. It outlines the types of nonpublic personal information collected from investors and the circumstances under which this information may be disclosed to third parties. The notice emphasizes the confidentiality obligations and the limited sharing of information with affiliates, service providers, and consultants. It also describes the sources of information collected and the security measures in place to protect this information.
documents/vol00010-efta01353966-pdf.pdf
{"title":"Notice Regarding Privacy of Financial Information","document_type":"correspondence","document_subtype":"notice","key_organizations":["Institutional Capital Network, Inc.","iCapital Advisors, LLC","iCapital Securities, LLC","Consumer Financial Protection Bureau"],"reference_numbers":["DB-SDNY-0038558","SDNY_GM_00184742","EFTA01353966"]}