Privacy Policy
Introduction
Privacy Policy of MAKKAR Inc., dba CPR Investing. Investment Advisors, as providers of certain personal services, are required by the Gramm-Leach-Bliley Act to inform their clients of their policies regarding privacy of client information. We understand your concerns as a client for privacy and the need to ensure the privacy of all of your information. The purpose of this notice is to explain our Privacy Policy with regard to personal information we obtain about you and how we keep that information secure.
Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you through the application process. This information may be disclosed to companies or individuals that perform administrative services and/or marketing services on our behalf, or other financial institutions with which we have joint marketing agreements. This may include name, address, phone number, email address, social security number, investment account number, account balances, beneficiaries, banking institution names and account numbers, sources and amount of income. This information may also include data related to the financial transactions within a client's account, including securities purchased or sold, dates of transactions, investing history, dollar amounts and shares involved in transactions.
Confidentiality and Security
We retain records relating to the professional services we provide and to comply with the requirements of the law. MAKKAR Inc. does not disclose any nonpublic personal information except to Eric Borchers, who is hired as an Independent Contractor to handle most of the administrative duties. We maintain physical, electronic and procedural safeguards to comply with federal standards to guard your confidential information. We do not disclose any personal information about our clients or former clients to anyone, except as permitted by law.
15237 S. 19th Way, Phoenix, Arizona 85048 | (602) 616-2200 office | (480) 237-7954 fax | www.cpr-investing.com