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IDAT Capital Corporation Privacy and Security Statement

IDAT Capital Corporation values your privacy 

IDAT Capital Corporation may obtain personal information about you in the course of serving you as someone associated with a corporation, an institutional client or an individual investor. It is important for us to obtain this information in order to be able to deliver the highest level of service to you. However, we also recognize the expectation you have for us to treat this information confidentially and appropriately.

This document describes our policy in obtaining the types of personal information about you. This document also outlines the purposes for which we use the information, the steps that we take to safeguard your information to protect your privacy and the circumstances in which we may share the information. 

The information we obtain will come from:

1. Personal information we collect about you - primarily from the account applications and/or other forms and materials you submit within the course of your relationship with us.

2. Your transactions and experiences with us relating to the services and products we provide. 

3. Depending on the products or services you require, we may obtain additional information such as your credit history from consumer reporting agencies.

4. Your information from other means such as recording of telephone calls and monitoring emails. However, during the provision of financial services to you, the collection of information is subject to strict compliance with all applicable laws and regulations. In this case, the information is not accessed on a routine or continuous basis. However, it may be used for compliance or security purposes. 

The typical Information we have about you

If we service you as:

1. A private client (an individual)

2. A beneficiary of a trust, settlor or trustee

3. An owner or principal of a company

4. Or, other investment vehicle established to invest on your family or on your behalf, etc.

The information we collect would include but not limited to:

1. Your name, address and other contact information; 

2. Your age, marital status and occupation; 

3. Extensive financial information include but not limited to: investment experience and objectives, source of income and wealth, your risk tolerance and, in certain jurisdictions, representations required under applicable law or regulation concerning your financial resources; 

4. As required by laws and regulations addressing due diligence and related matter, a head and shoulders photograph from, as applicable, your passport, national identity card or driver's license, etc.

5. A personal identifier such as, depending on your country of residence, National Insurance Number, your Social Security Number, Tax File Number, etc.

If you are an officer, a director, a principal, an employee, etc. of one of our institutional or corporate clients, we would collect the following typical information about you personally including but not limited to:

1. Your name, address and other contact details;

2. Your title and area of responsibility, you role and position; and

3. Certain identifying information such as your driver license, passport photo, etc. as required by laws and regulations addressing money laundering and all other related matters.

Failure to supply any of the personal information that we may request may result in our being unable to open, to provide services to you or to maintain your account. Please promptly notifying us if there are any changes to your personal information in order for us to ensure that all information we hold about you is complete, up to date and accurate.

How we may use your personal information: 

We may use your personal information to:

1. Operate, facilitate, administer and manage your account and/or relationship with IDAT Capital Corporation. We may share your information internally as well as disclosing it to third parties as described in the following two sections, respectively:

2. Contact you or your designated representative(s) by electronic mail, telephone, post, facsimile, etc, in connection with your account and/or relationship with us;

3. Provide you with recommendations, advice concerning products and services offered by us or information such as investment research; and

4. Facilitate our internal business operations, including but not limited to assessing and managing risk and fulfilling our legal and regulatory requirements.

If your relationship with IDAT Capital Corporation ends, IDAT Capital Corporation will continue to treat your personal information, to the extent we retain it, as described in this policy.

Disclosures of Your Personal Information within IDAT Capital Corporation 

In order to provide efficient and reliable services and to improve product and service options available to you, more than one entity within IDAT Capital Corporation may be given, or given access to, your personal information. For example, one IDAT Capital Corporation entity might share your information with another in order to facilitate settlement of your transactions or the maintenance of your accounts, or as part of its arranging for the performance of specialized services such as US and international brokerage, asset management and advisory and trust services. When so sharing your personal information, we adhere to applicable legal and industry standards regarding the protection of personal information. Additional information on how your personal information is protected while within IDAT Capital Corporation is provided below, under Information Security: How We Protect Your Privacy.

Disclosures of Your Personal Information to Third Parties 

IDAT Capital Corporation does not disclose your personal information to third parties, except as described in this policy. Third party disclosures may include sharing such information with non-affiliated companies that perform support services for your account or facilitate your transactions with IDAT Capital Corporation, including those that provide professional, legal or accounting advice to IDAT Capital Corporation. Non-affiliated companies that assist IDAT Capital Corporation in providing services to you are required to maintain the confidentiality of such information to the extent they receive it and to use your personal information only in the course of providing such services and only for the purposes that IDAT Capital Corporation dictates.

We may also disclose your personal information to fulfill your instructions, to protect our rights and interests and those of our business partners or pursuant to your express consent. Finally, under limited circumstances, your personal information may be disclosed to third parties as permitted by, or to comply with, applicable laws and regulations; for instance, when responding to a subpoena or similar legal process, to protect against fraud and to otherwise cooperate with law enforcement or regulatory authorities or with organizations such as exchanges and clearinghouses.

You should know that IDAT Capital Corporation will not sell your personal information. 

Information Security: How We Protect Your Privacy 

IDAT Capital Corporation is committed to protecting the privacy and confidentiality of your personal information. We limit access to your personal information to authorized IDAT Capital Corporation employees or agents and, as described above in Disclosures of Your Personal Information to Third Parties, our service providers are held to stringent standards of privacy. We also maintain physical, electronic and procedural safeguards to protect the information against loss, misuse, damage or modification and unauthorized access or disclosure. Some of the other central features of our information security program are:

1. A dedicated group – the Information Security Department – that designs, implements and provides oversight to our information security program; 

2. The use of specialized technology such as firewalls; 

3. Testing of the security and operability of products and services before they are introduced to the Internet, as well as ongoing scanning for publicly known vulnerabilities in the technology; 

4. Internal and external reviews of our Internet sites and services; 

5. Monitoring of our systems infrastructure to detect weaknesses and potential intrusions; 

6. Implementing controls to identify, authenticate and authorize access to various systems or sites; 

7. Protecting information during transmission through various means including, where appropriate, encryption; and 

8. Providing IDAT Capital Corporation personnel with relevant training and continually updating our security practices in light of new risks and developments in technology.

Privacy and the Internet 

The following additional information will be of interest to you as a visitor to this site:

1. Users of private IDAT Capital Corporation Web sites are required to identify and authenticate themselves prior to accessing our services. Generally, identification and authentication take place through the use of your user name and a password, or with an RSA SecurID* Card and a Personal Identification Number (PIN). 

2. The private IDAT Capital Corporation Web sites are built upon a secure infrastructure with multiple layers of protection, including measures ranging from proper physical security of our machines to system intrusion detection capabilities. Within such private sites, IDAT Capital Corporation uses industry standard encryption technologies to protect your information from external compromise. 

3. Security is a cooperative effort between IDAT Capital Corporation and the users of the IDAT Capital Corporation Web sites. Please remember that your password, RSA SecurID Card and PIN are personal to you and should not be made available to any other person. Also, you should discontinue their use and notify us if you have any reason to suspect that someone else may be using them. 

4. “Cookies” are small text files that may be placed on your Web browser when you visit our Web sites or when you view advertisements we have placed on other Web sites. 

5. “Clickstream” data (e.g., information regarding which of our Web pages you access, the frequency of such access, and your product and service preferences) may be collected by IDAT Capital Corporation itself, or by our service providers, using cookies, Web beacons, page tags, or similar tools that are set when you visit our Web site or when you view an advertisement we have placed on another Web site. Clickstream data and similar information may be shared internally within IDAT Capital Corporation and used: for administrative purposes; to assess the usage, value and performance of our online products and services; to improve your experience with our Web sites; and as otherwise permitted by applicable law or regulation. If you are a IDAT Capital Corporation client, this information helps us suggest products or service offerings that may be of interest to you. This information may be processed by us for the purposes described above, or on our behalf by third parties, solely in accordance with our instructions. 

6. When you visit this site, your browser may be momentarily directed to the Web site of an ad server or other third party service provider. This re-direction process will not be apparent to you. These third party Web sites automatically receive your IP address when this happens, and they may also collect information from your interaction with our Web sites including computer and connection information, standard Web log information, and ad information. Such information does not identify you individually. 

7. IDAT Capital Corporation may make available on this Web site third party applications such as content linking or sharing facilities. Information collected by providers of such applications is governed by their privacy policies.

8. Our Web sites are not currently configured to respond to “do not track” signals or similar mechanisms.

Other Privacy Policies or Statements; Changes to Policy 

This policy provides a general statement of the ways in which IDAT Capital Corporation protects your personal information. You may, however, in connection with specific products or services offered by IDAT Capital Corporation, be provided with privacy policies or statements that supplement this policy. This policy may be changed from time to time to reflect changes in our practices concerning the collection and use of personal information. The revised policy will be effective immediately upon posting to our Web site. This version of the Policy is effective December 13, 2013.

Additional Information: 

You are entitled to access any personal data about you held by IDAT Capital Corporation by sending a written request to the applicable individual identified below. You may be required to supply a valid means of identification as a security precaution to assist us in preventing the unauthorized disclosure of your personal information. We will process your request within the time provided by applicable law. You are also entitled to have IDAT Capital Corporation modify or delete any information that you believe is incorrect or out of date.

IDAT Capital Corporation may occasionally contact you by post, telephone, electronic mail, facsimile, etc., with details of products and services that we believe may be of interest to you. If you do not wish to be contacted in this way, if you wish to exercise your rights of correction and access, or if you require further information regarding our privacy policies and practices in the above-referenced regions, please contact:

IDAT Capital Corporation
1105 Registry Blvd
St. Augustine, FL  32092
Phone # 904-429-7727 

Email us at IDATCapital@yahoo.com

* RSA SecurID is a trademark owned by RSA Security Inc.





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