Benchmark Securities, LLC (“Benchmark”) respects the privacy rights of our clients and is strongly committed to protecting your privacy. Benchmark does not disclose any confidential information obtained about its clients, except as required or permitted by law or as otherwise authorized by such clients. Benchmark is committed to preserving the confidentiality and security of its clients’ information as it maintains physical, electronic and procedural protections designed to guard information against impermissible disclosure.
Accuracy and Security of Personal Information
Any personal information you provide Benchmark is kept on secure servers. We use reasonable administrative, technical, personnel, and physical measures (a) to safeguard personal information against loss, theft, unauthorized use, disclosure, or modification; and (b) to ensure the integrity of your personal information.
Collecting Non-public Personal Information
While providing service to you, we collect non-public personal information from sources including, but limited to, the following:
- Account Applications and other standard forms, i.e. name, address, tax identification number, asset types and amounts of investments, transactions and income;
- Information we receive as a result of the transactions that you undertake with us, and;
- Information about your transactions we receive from our clearing firm and/or any consumer reporting agency.
Disclosing Non-public Personal Information to Non-affiliated Third Parties
It is Benchmark’s policy not to sell, share, or disclose information or records regarding current or former customers with non-affiliated third-party marketing companies or anyone, except as permitted or required by law. Benchmark may disclose non-public personal information as necessary to process transactions on your behalf, to conduct our operations, to follow your instructions as authorized, to protect the security of our financial records, and to comply with requests during regulatory reviews and examinations.
You may request a copy at any time by contacting us at (407) 960-2700 or email@example.com.
Last Updated 12/1/2023