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, the circumstances under which this information may be disclosed, and the measures taken to protect this information. The notice is provided in compliance with Regulation P, 12 C.F.R. 1016, adopted by the Consumer Financial Protection Bureau.
doj/DataSet10/EFTA01389912.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-0094278","SDNY_GM_00240462","EFTA01389912"]}