Privacy Policy

Precians Global Advisors collects non-public personal information about you and all our clients from the information you submit on applications or other forms, as well as through details obtained during the course of our professional relationship with you.

Non-public personal information refers to personal data that is not publicly available. This includes any information that is not accessible from federal, state, or local government records; widely distributed media (such as telephone directories or newspapers); or any information disclosed to the public as required by law. Typically obtained directly from you, non-public personal information may include your date of birth, Social Security number, financial account numbers and balances, sources and amounts of income, and in some cases, home addresses and telephone numbers.

The types of personal information we may collect include, but are not limited to:

• Information you provide on applications or other forms, such as your name, address, Social Security number, names of family members, assets, and income.

• Details about your transactions with us, our affiliates, or third parties, including account balances, investments, and tax-related information.

• Financial planning data, including assets, liabilities, income, and expenses.

We are committed to maintaining your privacy. We do not disclose any non-public personal information about our clients or former clients to anyone, unless legally required to do so, or upon your verbal or written request. Legal obligations may require disclosure in response to subpoenas, court orders, or other legal processes.

We may disclose non-public personal information to affiliated and non-affiliated entities solely for the purpose of servicing, processing, or maintaining a financial product or service on your behalf.

Within Precians Global Advisors, access to your personal information is restricted to authorized employees who require it to deliver services to you. All such employees are bound by confidentiality agreements. We use physical, electronic, and procedural safeguards to protect your information from unauthorized access or disclosure.

We do not share your non-public personal information with marketing service companies.

If you submit any document containing non-public personal information for the purpose of initiating, continuing, or terminating a business relationship with a non-affiliated third-party service provider, such disclosure is considered to be automatically authorized by you for that specific purpose.

To provide you with the highest quality of service, we may share non-public personal information about you (from the categories listed above) within Precians Global Advisors as needed.

If you receive multiple services from us, you may receive more than one copy of this Privacy Notice.