WHAT DOES BBVA GLOBAL WEALTH ADVISORS, INC. 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 (and/or other government-issued or tax-related identification numbers) and income
account balances and account transactions
investment experience and risk tolerance
When you are no longer our customer, we may continue to share your information as described in this notice.
How?
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 BBVA Global Wealth Advisors, Inc. chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does BBVA Global Wealth Advisors, Inc. 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, or report to credit bureaus
Yes
No
For our marketing purposes—
to offer our products and services to you
Yes
No
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 everyday business purposes —
information about your creditworthiness
No
We don’t share
For our affiliates to market to you
No
We don’t share
For nonaffiliates to market to you
No
We don’t share
Questions?
If you have any questions, please call +1 (305) 205-7752.
Who we are
Who is providing this notice?
BBVA Global Wealth Advisors, Inc.
What we do
How does BBVA Global Wealth Advisors, Inc. 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 BBVA Global Wealth Advisors, Inc. collect my personal information?
We collect your personal information, for example, when you
open an account or give us your income information
transact on your account
tell us about your portfolio or deposit money
enter into an investment advisory contract with us
We also collect your personal information from others, such as consumer reporting agencies, affiliates, or other companies.
Why can’t I limit all sharing?
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 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.
Our affiliates include financial and nonfinancial companies with the BBVA name.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
BBVA Global Wealth Advisors, Inc. does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
BBVA Global Wealth Advisors, Inc. does not jointly market.
Other important information
All statements above relating to federal law are referencing U.S. Federal Law. Important information about phone calls and email messages: For any type of phone calls with GWA, you consent that the call may be monitored or recorded for quality control and training purposes. By providing your email address, you consent to receive electronic mail from GWA.
