Privacy Policy
WHAT DOES The KABR Group, LLC (“KABR”) DO WITH YOUR PERSONAL INFORMATION
Why?
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.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number
- Income
- Account balances
- Investment experience
- Transaction history
- Wire Transfer Instructions
- Name, address and any other additional information disclosed to us in a Subscription Agreement
When you are no longer our customer, we continue to share your information as described in this notice do.
How?
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons KABR chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does KABR share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations |
Yes | No |
| For our everyday business purposes— to report to credit bureaus |
No | We don’t share |
| For our marketing purposes— to offer our products and services to you |
No | We don’t share |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences |
Yes | No |
| For our affiliates’ everyday business purposes— information about your creditworthiness |
No | We don’t share |
| For non-affiliates to market to you | No | We don’t share |
Questions?
Call Michael Dwyer at: (201) 845-2550
Who We Are
Who is providing this notice?
KABR
What We Do
How does KABR protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does KABR collect my personal information?
We collect your personal information, for example, when you
- Open an account
- Give us your income information
- Give us your contact information
- Make deposits or withdrawals from your account
- Fill out and return a subscription agreement
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliate’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- KABR is the managing member of KABR Real Estate Investment Partners VII, LLC.
Non-affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.
- KABR does not share with non-affiliates so that they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- KABR does not jointly market.
Other Important Information
As described above, we may disclose information we collect from you in connection with our everyday business purposes. Examples of our everyday business purposes include, without limitation: (a) account opening with a broker or custodian, and auditing purposes; (b) in connection with the administration and execution of the services we provide for you and your account, such as in preparing tax forms and verifying securities law compliance; (c) in connection with, or incidental to, obtaining financing or approval for, or otherwise making or maintaining, portfolio investments (including to lenders, credit parties or other counterparties); (d) as required and/or permitted by law, regulation and/or legal process, including any anti-money laundering, anti-terrorist or “know-your-customer” laws or regulations; and (e) as required and/or requested by a government agency, self-regulatory organization or financial regulatory authority.