How We Use and Disclose Your Personal Information
We use and share your personal information to complete transactions at your request, provide financial services, notify you of relevant products and investment opportunities, and comply with legal obligations.
To complete certain transactions, we may need to provide identifying information to third parties, such as other financial institutions involved in asset transfers. If you request to move funds from another institution to Prime Capital by Adora, we will provide the necessary details to facilitate the transfer, including your name and relevant account information.
To enhance your investment experience, we may share your information within our family of affiliated companies, where permitted by law. This may include information about your account usage to inform you about new investment opportunities, asset management services, or financial advisory options.
At the request of retirement plan sponsors, we may provide client, plan, and participant information to third-party service providers supporting the plan administration. In some cases, we work with external firms to perform services on our behalf, such as data processing, risk management, and compliance monitoring. Where necessary and legally permitted, we may share your personal information with these providers, ensuring that they handle your data with the same level of confidentiality and security that we do.
We may also use third-party advertising services to present relevant investment opportunities while you browse online. If you do not wish to receive targeted advertising, you may adjust your preferences through your browser settings or third-party opt-out mechanisms.
We disclose personal information only when necessary and in compliance with applicable laws. This includes responding to legal requirements, regulatory audits, fraud prevention efforts, and other legally mandated circumstances.