What non-public personal information about you do we collect?
During the process of opening a new account, you are asked to provide us non-public personal information, such as: your age, home address and telephone number, employer, birth date, net worth, annual income, investment objectives, and prior investment experience.
We also collect information about your transactions with us such as: your account balance and account activity, the size of your investment, and which of our trading programs you invest in.
How do we protect the security and confidentiality of the information you provide?
We incorporate strict physical, electronic and procedural policies to safeguard your nonpublic personal information. Access to this information is limited only to those employees who require it during the course of conducting normal business. CCM employees are trained to handle your information properly and securely before being granted such access. Additionally, CCM employs in-house multi-level security methods to prevent unauthorized disclosure of nonpublic client information.
What nonpublic personal information do we disclose about you?
We do not disclose any nonpublic personal information to any affiliates or to non-affiliated third parties, except as necessary to serve our clients and/or fulfill ordinary business requirements. These may include (but are not limited to):
- Account transaction processing and maintenance
- Legal, Accounting, Regulatory or Audit agencies
- Other business-related services, to the extent permitted by law.
It is CCM policy NOT to sell or market any public OR nonpublic client information.
This notice is updated and provided to all clients annually via a quarterly statement mailing to comply with futures industry regulations. Additionally, it is provided to new clients as part of the CCM Account Opening package, available from the documents page.