This document is a privacy notice from Institutional Capital Network, Inc. and its affiliates, iCapital Advisors, LLC and iCapital Securities, LLC, in compliance with Regulation P by the Consumer Financial Protection Bureau. 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 on a need-to-know basis. It also mentions the safeguarding measures in place to protect investor information and the annual provision of the privacy policy to investors.
documents/EFTA01390922.pdf
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