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Core Capital Financial Services and Harbour
Investments, Inc. realize that you are concerned about the confidentiality
of the personal and financial information you give to our firm. This
essential information guides your consultant in conducting securities
transactions and providing related investments services. Our Privacy Policy
has been designed to ensure the security of your personal and financial
information.
Your financial and personal information,
referred to as nonpublic personal information, is essential if we are going
to provide you with quality investment products and services suited to your
needs. This information includes your name, address, date of birth, social
security numbers, occupation, assets, income, investments objectives and so
forth. In order to fulfill your investments instructions, this information
is shared with our clearing firms, product vendors such as mutual funds and
insurance companies and such other nonaffiliated third parties as may be
necessary.
This site is published for residents of the United States only. Core Capital' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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