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.
The types of personal information we collect and share depends on the product or service you have with us. This information can include, but is not limited to:
When you are no longer our client, we continue to share your information as described in this notice.
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Kera chooses to share and whether you can limit this sharing.
This includes sharing with service providers who perform services on our behalf, such as account custodians, technology providers, and compliance consultants.
to offer our products and services to you
To schedule meetings or appointment reminders
information about your transactions and experiences
Please note: This notice is provided at the time we establish our advisory relationship. For new clients, if you wish to limit permissible sharing, you may contact us within 30 days of receiving this notice. We will not share your information for purposes you can limit until 30 days after providing this notice.
Call 408-668-2201 or go to www.keracapital.com
Kera Capital Partners . We provide this privacy notice annually and when we make material changes to our privacy practices.
Kera values your privacy. By subscribing to our SMS notification service, you agree to this privacy policy.
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.
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.
We collect your personal information, for example, when you
We also collect your personal information from other companies.To ensure compliance and protect client information, all text message communications are conducted using firm-approved, secure communication platforms that are monitored and archived in accordance with regulatory requirements.
Federal law gives you the right to limit only
Federal law gives you tState laws and individual companies may give you additional rights to limit sharing.he right to limit only
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Non-affiliated companies are third-party entities that are not under common ownership or control with Kera and do not share a corporate relationship. In the context of SMS communications, these companies may include SMS gateway providers, mobile carriers, third-party messaging platforms, and vendors that support multi-factor authentication (MFA). While these entities may transmit, process, or store SMS messages on behalf of the adviser, they operate independently and are not affiliated with the RIA.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
By signing Kera’s Agreement, I acknowledge that I have fully read and understand this Privacy Policy and opt-in as outlined above. I understand that if I have any questions or concerns about this policy, it is my responsibility to discuss this with my financial professional.
We retain client information for at least six years following account closure as required by SEC recordkeeping rules (Rule 204-2). After the required retention period, client information is securely destroyed in accordance with our information disposal procedures.
Residents of certain states may have additional privacy rights, including the right to access, delete, or correct personal information, and the right to opt-out of sales of personal information. For information about state-specific rights, please contact us at 408-668-2201.
By opting into SMS you are agreeing to receive SMS messages from Kera. This includes SMS messages for appointment scheduling or appointment reminders. Message frequency varies. Message and data rates may apply. See privacy policy https://www.keracapital.com/. Message HELP for help. Reply STOP to any message to opt out. We reserve the right to revise this policy from time to time without prior notice. You will be notified of any material changes in Our Privacy Policy either by email or by a conspicuous posting on our website:https://www.keracapital.com/
Reach out to us with any questions, we'd love to be a part of your journey.