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Privacy and Return Policy

Protecting your personal information is an important priority for Sir James Incorporated. Sir James Incorporated privacy policy is designed to support this objective. We deal directly with our clients and customers. Sir James Incorporated does not disclose any non-public personal information about you, except as permitted by law. If you’re a former customer, these policies will apply to you, we treat your information with the same care as we do information with current customers. Sir James Incorporated will collect non-public personal information concerning you in the following ways.

Information provided by you, your Representative Attorney or Lawyer on applications, contracts or other forms furnished to Sir James Incorporated or through other interactions that you or your Representative have with Sir James Incorporated.

Information arising from your Investments in or other accounts (Adviser,Brokerage,Management) with Sir James Incorporated. Your first three deposits must be by bank wire transfer before we can receive a check from you. We reserve the right to immediately close your account (s) at any time without notice If Sir James Incorporated receives a counterfeit check from you, your Representative,Attorney or Lawyer. In which case you will forfeit all funds in the account (s) pending investigation. This is our Zero Tolerance Policy for I.D. THEFT, COUNTERFEIT ITEMS and FRAUD. For a Home Purchase,you have up to 90 days to review and decline.On an Exotic Auto Sale or Super Car,you must provide a valid Drivers License,Passport and Auto Insurance Card,proof of auto insurance (binder) or get a new one.You have up to 30 days to return the car depending on the Invoice or Contract. In some cases depending on the Exotic Auto or Super Car,the sale is final.

James Financial, LLC is an affiliate of Sir James Incorporated and uses some of the same policies but some of our clients are high risk.We deal directly with our clients and customers.Protecting your personal information is an important priority for James Financial,LLC. James Financial,LLC  privacy policy is designed to support this objective. James Financial,LLC  does not disclose any non-public personal information about you, except as permitted by law. If you’re a former customer, these policies will apply to you, we treat your information with the same care as we do information with current customers. James Financial,LLC  will collect non-public personal information concerning you and a copy of your Driver License or Passport in the following ways.

 

Information provided by you, your Representative Attorney or Lawyer on applications, contracts or other forms furnished to James Financial,LLC or through other interactions that you or your Representative have with James Financial,LLC.

 

Information arising from your Domestic or Foreign Investments or other accounts (Adviser,Brokerage,Money Management,Venture Capital) with James Financial,LLC. Your first three deposits must be by bank wire transfer before we can receive a check from you.  We reserve the right to immediately close your account (s) at any time If James Financial,LLC  receives a counterfeit check from you, your Representative,Attorney or Lawyer. In which case you will forfeit all funds in the account (s) pending investigation. This is our Zero Tolerance - Zero Balance Policy for any counterfeit items, I.D. Theft or Fraud.

 

Information James Financial,LLC  receive from a consumer reporting agency and/or a background check. You must provide proof of funds. We require a financial statement and/or report if the information we receive does not match. This will give us the account holders name,the account holders address,the bank name,the bank address,the bank phone number,the account history (last 30 days) and the account number. James Financial,LLC  employ physical,electronic and procedural controls to safeguard your information.