Privacy Policy

Facts   |   What Does Syon Capital LLC do with our personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • account balances and transaction history
  • investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Syon Capital LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Syon Capital LLC share? Can you limit this sharing?

For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes No

For our marketing purposes — to offer our products and services to you

Yes No

For joint marketing with other financial companies

No We don’t share

For our affiliates’ everyday business purposes — information about your transactions and experiences

No We don’t share

For our affiliates’ everyday business purposes — information about your creditworthiness

No We don’t share

For nonaffiliates to market to you

No We don’t share

Questions? Call 415-520-7966


Who We Are

Who is providing this notice?

Syon Capital LLC.

What We Do

How does Syon Capital LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Syon Capital LLC collect my personal information?

We collect your personal information, for example, when you:

  • open an account or give us your income information
  • tell us about your portfolio or deposit money
  • enter into an investment advisory contract

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes — information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Syon Capital LLC does not share with our affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Syon Capital LLC does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Syon Capital LLC does not jointly market.