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What components of client data does the brokerage firm has access to?

QuietGrowth will not share with the brokerage firm any client data that is not necessary for them to perform their tasks.

The brokerage firm will have access to all your trading data. They will also have access to your profile details that are necessary for Know Your Client (KYC) and Anti Money Laundering (AML) compliance requirements, and for brokerage account opening and account maintenance requirements. The brokerage firm will not have access to other data of yours, nor will they have access to the financial advice that QuietGrowth provides to you.

Refer to our Privacy Policy page for more information.