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During the ordinary course of business, WB Capital Management Inc. gathers information about you, which can be considered nonpublic personal information. WB Capital Management Inc. respects your right to privacy and has implemented a corporate policy to protect this information. WB Capital Management Inc. collects nonpublic personal information such as name, address, phone number, social security number, assets and income from the following sources: Information received from you on applications and other forms; Information about your transactions with WB Capital Management Inc.; Information from your broker-dealers; and Information from personal contact with you.
When contacted through the Internet, we gather your IP address to help diagnose problems with our server and to administer our Website. Client IP addresses are used to gather broad demographic information. WB Capital Management Inc. does not disclose any nonpublic personal information about our customers or former customers to non-affiliated third parties, except as permitted by Law.
If you prefer that we not disclose such nonpublic personal information about you to our affiliated companies, you may opt out of the disclosures. You may direct us not to make such disclosures (other than those permitted or required by law) by completing this form and mailing it to the address provided. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard clients' nonpublic personal information.
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