We Respect Your Privacy

Greenvision and our broker dealer GT Securities, Inc. place a high value on the trust and confidence our customers place in us. Today’s technology allows for broad and deep sharing of information, so it is important that we have put in place safeguards and policies to protect your information. 

Collection of Information

We collect only the information we need to serve you and administer our business. We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information. We make every effort to ensure the accuracy of your information. We collect, retain and use client information to aid in providing you with suitable investment recommendations and high quality customer service. This information comes to us from a variety of sources. It can include information you provide on applications or forms such as name, address, social security number, date of birth, income, net worth, and information about account transactions (such as purchases, sales and account balances). The information could be received while you are a client of our firm and/or could have been collected by your advisor prior to joining our firm. 

We Place Strict Limits and Controls on the Use and Sharing of Your Information
We do not disclose any non-public personal information about you or former clients to anyone, except as permitted by law and as set forth in this document. Specifically, so that our firm may continue to offer products and services that meet your investing needs, and to effect transactions that you request, we may disclose information to our employees, affiliates, registered representatives and their affiliated businesses, companies that perform administrative or marketing services on our behalf, and reporting and regulatory agencies (pursuant to Anti-Money Laundering requirements). As stated in our agreements with these companies, they will only use non-public information for the services for which we have specified, and are not permitted to use or share this information for any other purpose. These firms are required to have policies and procedures to protect your confidential information. 

Access to your information will be provided only to authorized affiliates; employees; vendors including those permitted by law in order to prevent fraud, control risk, resolve complaints or as otherwise required by law; credit reporting agencies; registered associates; and staff members who require the information to facilitate and administer your business. We maintain (and require these authorized parties to maintain) physical, electronic and procedural safeguards that comply with federal and state standards to protect this information. If the representative serving your account(s) leaves our firm to join another firm, he or she may retain copies of your personal information to continue to service you at the new firm, but is otherwise required to keep confidential the personal information obtained from you while affiliated with us. Under no circumstances do we sell this information to any person or entity. If you decide at some point to close your account or become an inactive client, we will continue to adhere to the privacy policies and practices described in this notice.

Information We Collect

We collect information that you voluntarily provide to us when you interact with Greenvision, including information submitted through our website forms. This may include your name, email address, telephone or mobile phone number, company or business information, and any other information you choose to provide when contacting us or requesting information or services.

If you voluntarily provide your mobile telephone number and separately opt in to receive SMS messages from Greenvision, we may collect and use your mobile phone number and your SMS consent information for the purposes described in this Privacy Policy and our SMS Messaging Terms of Service.

How We Process Your Information

We use the information we collect to communicate with you, respond to inquiries, provide and improve our services, administer our business, provide customer support, send service-related communications, and, where you have provided the required consent, send SMS marketing messages, promotions, offers, and other updates from Greenvision.

We may retain information for as long as reasonably necessary to fulfill the purposes for which it was collected, comply with applicable legal and regulatory obligations, resolve disputes, enforce our agreements, and maintain appropriate business and compliance records.

SMS consent records, including the phone number associated with the consent and the date and manner in which consent was provided, may be retained as reasonably necessary to document and administer your SMS preferences and comply with applicable requirements.

When and With Whom We Share Your Personal Information

We may share personal information with our employees, affiliates, service providers, vendors, professional advisers, regulatory or governmental authorities, and other parties when permitted or required by applicable law or when reasonably necessary to provide services, administer our business, protect our rights, prevent fraud, resolve complaints, or comply with legal and regulatory obligations.

SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes.