Privacy Policy

Your relationship with CORE Capital Markets, LLC is based on trust and confidence. To fulfill its responsibilities to you, CORE Capital Markets, LLC requires that you provide current and accurate financial and personal information. CORE Capital Markets, LLC will protect the information you have provided in a manner that is safe, secure and professional. CORE Capital Markets, LLC and its employees are committed to protecting your privacy and to safeguarding that information.

Categories Of Information We Collect

We may collect the following kinds of confidential personal information about you:

• Information we receive from you on applications or other forms, such as your name, address, phone number, social security number, occupation, assets, income and other financial and family information
• Information about your transactions with us or with brokerages, banks and custodians with whom you hold investment or cash accounts. This information includes account numbers, holdings, balances, transaction history and other financial and investment activities.

Sharing Nonpublic Personal And Financial Information

CORE Capital Markets, LLC is committed to the protection and privacy of our customers’ and consumers’ personal and financial information. CORE Capital Markets, LLC will not share such information with any non-affiliated third party except:

• When necessary to complete a transaction in the account, such as with the clearing firm or account custodians
• When required to maintain or service the account
• To resolve customer disputes
• When requested by a fiduciary or beneficiary on the account
• To our attorneys, accountants or compliance consultants
• When required by a regulatory agency, or for other reasons required or permitted by law
• In connection with a sale or merger of CORE Capital Markets, LLC’s business
• In any circumstance that has the customer’s instruction or consent

Protection Of Personal Information

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your personal information.

CORE Capital Markets, LLC
3050 Peachtree Road
Suite 280
Atlanta, GA 30305
(404) 735-8851 
info@corecapitalllc.com