Summit Global Management values the privacy and protection of the personal data of its users, clients, and partners. This Privacy Policy describes how we collect, use, store, and protect the information provided through our websites and communication channels.
We may collect personal data voluntarily provided by the user, including:
We may also automatically collect:
The information collected may be used for:
Contact the user
Perform initial profile analysis
Provide information about our services
Schedule meetings or presentations
Improve the browsing experience
Comply with legal and regulatory obligations
Information may be shared, when necessary, with:
We do not sell personal data.
We adopt appropriate technical and organizational measures to protect data against unauthorized access, loss, alteration, or improper disclosure.
Data is stored for the time necessary to fulfill the purposes described in this policy or as required by law.
We use cookies to:
The user can adjust their cookie settings in their browser at any time.
Under applicable law, the user may:
Requests can be made through the contact channels available on the website.
This Policy may be updated periodically. We recommend that you regularly review this page.
For questions or requests related to this Privacy Policy, please contact us through the official channels available on the website.
Financial and wealth management solutions connecting entrepreneurs, investors, and families to the United States financial system.
The information presented on this website is for informational purposes only and does not constitute an offer of credit, legal or tax advice, or investment recommendation. Each financial solution is subject to specific eligibility criteria, credit approval, and applicable regulations.
Wilson Cotrim is registered in the Nationwide Multistate Licensing System (NMLS ID 1420309), as required in the United States.
Results, financing terms, and asset structures may vary depending on the client's profile, financial analysis, and applicable legal requirements.
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