This document is a privacy notice from Institutional Capital Network, Inc. and its affiliates, iCapital Advisors, LLC and iCapital Securities, LLC, regarding the privacy of financial information. It outlines the types of nonpublic personal information collected from investors and the circumstances under which this information may be disclosed to third parties, in compliance with Regulation P by the Consumer Financial Protection Bureau.
doj/DataSet10/EFTA01393462.pdf
{"document_type":"financial","document_subtype":"Privacy Notice","key_organizations":["Institutional Capital Network, Inc.","iCapital Advisors, LLC","iCapital Securities, LLC","Consumer Financial Protection Bureau"],"reference_numbers":["DB-SDNY-0099021","SDNY_GM_00245205","EFTA01393462"]}