Privacy Policy

PM Securities, LLC dba Phoenix IB® collects nonpublic personal information about you from the following sources:

  • Information we receive from you contained in the due diligence process, and/or on applications or other forms; 
  • Information about your transactions with us or others; and, 
  • Information we may receive from a consumer reporting agency.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

We maintain our privacy policies and procedures as described in this notice beyond the closing of a transaction.

Phoenix IB restricts access to your corporate and personal information to those employees who need to know that information to provide service to you.

Phoenix IB maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

We do not disclose any of the information we collect, as described above, to companies that perform marketing services or to other financial institutions except as may be permitted by law.

This policy will remain in effect until further notice.

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