Privacy Policy

General Privacy Policy

Last Updated: July 6, 2023 

Itaú USA Asset Management, Inc.  (the “Firm”, “we” or “us”) is committed to protecting any personal information collected through its website (the “Website”). This notice is addressed to any visitors, customers, individuals providing professional services to our customers, and/or representatives of our customers. Privacy is important to us and we take great care to protect the personal information collected, processed and used when you access  our Website. This  General Privacy Policy (the “Policy”)  explains how we may collect, use, retain, and ensure the security of information collected when you access our Website.  Depending on the jurisdiction in which we are doing business with you, other privacy principles may apply. 

This Policy  does not constitute a contract, nor create any legal rights or modify or amend any agreements that the Firm has with its clients. By visiting our Website, you agree to the collection and processing of your personal information as outlined in this Policy and allowed by applicable law. This Policy is for general guidance, and is subject to change. Please review this Policy  periodically.  

Information We Collect About You and How We Collect

We may collect information when you access  our Website including information by which you may be personally identified, such as your name, postal address, e-mail address, telephone number, or ANY OTHER INFORMATION THE WEBSITE COLLECTS THAT IS DEFINED AS PERSONAL OR PERSONALLY IDENTIFIABLE INFORMATION UNDER AN APPLICABLE LAW (“Personal Information”). Any Personal Information collected and/or processed by us, is collected and/or processed as required or permitted by law. 

The Personal Information collected by us is limited to what we require to collect in connection with the purpose set out in this Policy. We aim to ensure that the information collected is accurate and kept up to date. We may ask you to confirm the accuracy of your Personal Information. We may retain copies of your Personal Information for as long as necessary to establish, exercise or defend any legal rights in accordance with applicable laws. 

How We May Use Information

We may use the information we collect from you online to contact you by telephone, e-mail or other means regarding offers of products and services that may be of interest to you. We may disclose the information we collect with non-affiliated third parties acting on our behalf, or as required or permitted by law. These third parties may include:

(i)            Service providers supplying support services to help us administrate your financial relationship. These may include check-printing companies, data-processing companies, companies preparing account statements, or companies that help us market our products to you. These companies are legally bound to maintain the confidentiality of the information we provide to them, and they cannot use such information for any purpose other than the provision of specified services on our behalf. 

(ii)           Companies who work with us under joint marketing agreements to provide you with financial services that we do not offer, but that we believe that may be of interest to you. In such cases, we may share information collected by us as described above, but only as necessary to offer those services to you. These companies are legally bound to maintain the confidentiality of the information we provide to them, and they cannot use such information for any purpose other than as specified in the agreement. 

(iii)          Other parties, to the extent permitted or required by applicable law, for example, government agencies in response to summons and other legal proceedings when such disclosure is necessary to comply with applicable legal requirements or those with whom you have authorized us to share information. 

Information may be shared within the Itaú group of companies (the “Affiliates”) in order to administrate your relationship and to meet your financial needs or for legal and other business purposes. We may also share information with our Affiliates to process your transactions, such as credit approvals, or to offer you additional financial services that may be of interest or value to you. The information, which we are permitted to share with our Affiliates may include, but it is not limited to, your transactions, account history or other experiences with us or any of our Affiliates.

How We Collect Information

We may collect information online through:

Cookies. Our Website may write a “cookie” – a small text-only file – to your hard drive. We may use cookies to enhance your online experience, to facilitate your use of the Website, and to collect website access statistics. By visiting our Website, you agree to our use of cookies on your device in accordance with the terms of this Policy and applicable law. Although most browsers are set up to accept cookies and certain services depend on cookies, you may disable cookies by changing your cookie settings in your browser or by refraining from using our Website. However, we may have collected and used data collected through cookies prior to your change in cookie settings.   

Tracking Technologies. Tracking or tracing technologies may also be used by the Bank or its service providers. For example, we may use trackers to determine whether you viewed certain advertisements or received or opened e-mails from the Bank.

Information Storage

The Firm may store information collected during your access in an electronic database. We use security measures to protect against loss, misuse and change of data stored in our systems.

Your Rights Regarding the Processing and Control of Your Personal Information 

You may have certain rights in relation to the collection and processing of your Personal Information  depending on the jurisdiction from which you accessed our Website. To exercise any these rights or to ask a question about them, please use the contact details provided below

Third-Party Websites

This website may contain links to third-party websites that you may find useful. Such websites may have their own privacy policies. You should always review the privacy policy of any website you visit before providing them with any personal or confidential information.

Changes to Our General Privacy Policy

Any update of changes to this Policy may be posted on this page. If we make material changes to how we treat our clients’ Personal Information, we may notify you by a notice on the Website home page. The date(s) this Policy was last revised is identified at the bottom of the page. You are responsible for periodically visiting our Website and this Policy for any changes.

Contact Information

To ask questions or comments about this Policy and our privacy practices, contact us at: