It is Atlantica Wealth’s policy to protect and safeguard the privacy and security of its existing and prospective clients’ personal information. Atlantica Wealth may collect certain nonpublic information about its clients, from materials provided by its clients or other authorized parties, which is necessary to provide the services Atlantica Wealth has agreed to render.
Atlantica Wealth does not disclose nonpublic personal information it collects about its clients to anyone except: (i) in furtherance of its business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing its compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) its attorneys, accountants, consultants, and auditors; or (iv) as otherwise provided by law.