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Privacy Policy

FACTS

What does Development Corporation for Israel/Israel Bonds do with your personal information?

WHY

Federal law requires broker dealers to provide a copy of their privacy policy each year. At Development Corporation for Israel/Israel Bonds, your privacy is important to us. Therefore, we want you to understand how we collect and use the information you have provided and the steps we take to maintain the confidentiality, integrity and security of your personal information.
 

WHAT

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on customer information forms, investment forms, other account opening documents, transaction-related documents or in the course of doing business with you (ex. name, address, date of birth)
  • Information about your transactions with us (ex. investment and payment history)
  • Demographic information based on your affiliation with community and/or professional organizations (ex. synagogue and employment information)
  • Information we receive based on your participation in Israel Bonds conferences and delegations (ex. passport and credit card numbers)

We may verify this information with consumer reporting agencies or public sources.

HOW

All broker dealers need to share customers’ personal information to run their everyday business. In the section below, we list the reasons broker dealers can share their customers’ personal information, the reasons Development Corporation for Israel/Israel Bonds chooses to share, and whether you can limit this sharing.
 
Reasons we can share your personal Information: We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We restrict access to nonpublic personal information to employees, consultants, service providers, companies affiliated by common ownership or control, the State of Israel and the State of Israel’s fiscal agent who need to know the information to provide products and services and to process transactions on behalf of our customers.
 

REASONS WE CAN SHARE YOUR PERSONAL INFORMATION

DOES DEVELOPMENT CORPORATION FOR ISRAEL SHARE?


CAN YOU LIMIT SHARING?

For our everyday business purposes such as to process transactions, maintain your account(s), or respond to court orders and legal investigations.

Yes

No

For our marketing purposes to offer our products and services to you

Yes

Yes

For joint marketing with other financial companies

No

We do not share

For the everyday business purposes of companies affiliated by common ownership or control information about your transactions and experiences

Yes

No

For the everyday business purposes of companies affiliated by common ownership or control information about your creditworthiness

No (we do not collect this information)

We do not share

For nonaffiliates to market to you

No

We do not share

QUESTIONS

Should you have any questions, please contact client.support@israelbonds.com or 888.519.4111

WHO WE ARE

Who is providing this notice? Development Corporation for Israel (“DCI”), commonly known as Israel Bonds, is a broker dealer that sells securities issued by the State of Israel in the United States.

WHAT WE DO

How does DCI protect my personal information? 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 secure files. Why can’t I limit sharing? Federal law only gives you the right to limit:

  • the sharing of information about your creditworthiness with affiliated entities for their everyday business purposes
  • the sharing of your information with affiliates for use in marketing to you
  • the sharing of your information with nonaffiliates for use in marketing to you State laws and individual companies may give you additional rights to limit sharing

DEFINITIONS

Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
 
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. DCI does not share with nonaffiliates so they can market to you.
 
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products to you. DCI does not jointly market.