![]() We may disclose your nonpublic personal information to nonaffiliated third parties (such as financial service providers) for our everyday business purposes, such as to process transactions, maintain accounts, provide requested products and services, respond to court orders and legal investigations and report to credit bureaus. We only use information about you and your account to help us better serve your investment needs, to respond to your inquiries and fulfill your requests, to personalize your experience on our website, to suggest services or educational materials that may be of interest to you, or for our business purposes (e.g., data analysis, audits, fraud monitoring and prevention, developing new products). We do not disclose any Personal Information to anyone, except our affiliates, our third party service providers, as required or permitted by law or as otherwise described in this Privacy Policy. Financial and investment information, including information and choices concerning your current investments, account balances, transactional history, assets, income, beneficiary information, personal bank account information, tax-related information, and your broker/dealer, financial advisor and custodian.Employment information, such as title and role.Online account information, such as username and password.Social Security number, tax identification number, passport number, or any similar number or other government-issued ID.Personal Information we may collect includes: “Personal Information” is information that identifies you as an individual or relates to an identifiable individual, and includes nonpublic information about you that we obtain in connection with providing a financial product or service to you (“nonpublic personal information”). Information we receive from third parties such as broker/dealers, transfer agents, financial advisors and custodians.Information about your transactions with us or others.Information we receive from you on applications, subscription agreements or other forms.We collect Personal Information about Carter Validus clients such as you, from the following sources: Keeping your personal information private and confidential is important to us, and we at Carter Validus Advisors II, LLC (“Carter Validus”, “we”, or “us”) take the safekeeping and use of such information seriously. ![]()
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