Our privacy commitment

In your relationship with Finovant, either as an existing or prospective client, you may provide us with personal and financial data. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interest. Because your personal and financial information is private, we hold ourselves to the highest standards in its safekeeping and use.

We may collect nonpublic personal information about you such as your name, address, telephone number, financial statements, business plans, and investment objectives from online and offline sources. 

We use this information to provide the best possible service when managing the relationship. We may disclose nonpublic information in order to provide a service or complete a transaction that you request or authorize, or as otherwise required by the laws and industry standards that apply to us.

We restrict access to nonpublic information about you to employees who need to access the information in order to facilitate and/or administer the transaction.

We maintain physical, electronic, and procedural safeguards to protect your nonpublic information.