PRIVACY NOTICE

Privacy Notice

What does Brite Advisors USA, do with your personal information?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social securitynumber

  • Income and employment information

  • Assets

  • Account balances and transactionhistory

  • Investmentexperience
  • National Insurance Number

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’

 

personal information; the reasons Brite Advisors chooses to share; and whether you can limit this sharing.

  • For our everyday business purposes – such as to process your transactions, maintain your accounts(s) or

  • respond to court orders and legal investigations.

  • For our marketing purposes – to offer our products and services to you. You can limit sharing.

  • For joint marketing with other financial companies. You can limit sharing.

  • For our affiliates’ everyday business purposes – information about your transactions and experiences

  • For our affiliates’ everyday business purposes – information about your creditworthiness. We do not share this information.

  • For our affiliates to market to you. You can limit sharing.

  • For non-affiliates to market to you. We do not share this information.

If you have a question please contact: Tel: 646.891.5990 or email [email protected]

Who are we?

Brite Advisors USA, Inc.

What do we do?

We collect your personal information, for example, when you

  • Enter into an investment advisory contract

  • Give us your employment history

  • Give us your incomeinformation

  • Tell us about your investment or retirementportfolio

  • Seek financialadvice

We also collect your personal information from others, such as affiliates or other companies.

Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes—information about your creditworthiness

  • Affiliates from using your information to market toyou

  • Sharing for non-affiliates to market toyou

State law and individual companies may give you additional rights to limit sharing.

See below for more on your rights under state law.

Your choices will apply to everyone on your account – unless you tell us otherwise.

Definitions

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Brite Advisors Ltd. (UK)

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Brite Advisors does not share with non-affiliates so they can market to you.

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

 

Brite Advisors does not jointly market.

Other important information

 In accordance with California law, we will not share information we collect about you with nonaffiliates, except as allowed by law.  For example, we may share information with your consent or to service your accounts.  Among our affiliates, we will limit information sharing to the extent required by California law.

Request a call back

Do you have questions about how Brite Advisors can help you. Please complete the form and we’ll get in touch shortly.

Where to find us

115 Broadway, 5th Floor, New York, NY 10006, United States of America.

Tel: +1 646 891 5990.
 

800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519

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Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.

 

There is no guarantee of the future performance of financial products regardless of previous performance.

 

IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any references to tax contained on this Website (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding tax penalties imposed that may be imposed on any taxpayer.