EFTA01364908.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
notice
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is a privacy notice from Institutional Capital Network, Inc. and its affiliates, outlining their policies regarding the collection, maintenance, and disclosure of nonpublic personal information of investors, as required by Regulation P. It details the types of information collected, the parties to whom it may be disclosed, and the safeguards in place to protect the information.
Metadata
Subject
NOTICE REGARDING PRIVACY OF FINANCIAL INFORMATION
Sender
Recipients
Document ID
DB-SDNY-0055457
Date
Relationships 2
Entity 1RelationshipEntity 2Description
Institutional Capital Network, Inc. affiliate iCapital Advisors, LLC iCapital Advisors, LLC is an affiliate of Institutional Capital Network, Inc.
Institutional Capital Network, Inc. affiliate iCapital Securities, LLC iCapital Securities, LLC is an affiliate of Institutional Capital Network, Inc.
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowLegal matters/litigationBusiness dealingsCommunications/correspondence
Organizations 5
SOUTHERN FINANCIAL LLCInstitutional Capital Network, Inc.iCapital Advisors, LLCiCapital Securities, LLCConsumer Financial Protection Bureau
Text Analysis
Tone
Informative
Purpose
To inform investors about the privacy policy of Institutional Capital Network, Inc. and its affiliates regarding the collection and disclosure of nonpublic personal information.
Significance
This document outlines the privacy practices of a financial institution, which is important for investors to understand how their personal information is handled.
File Info
File Name
EFTA01364908.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43:50.537663
DOJ Source
View on DOJ