Privacy Policy

Privacy Policy

This document sets forth the Privacy Policy of Meitav Dash Trade Ltd. ("Meitav Dash") concerning the privacy interests of individual consumers and customers (described below and hereinafter referred to as "customers") of provided financial services. Meitav Dash is licensed member of the Tel-Aviv Stock Exchange.

Meitav Dash provides its services in accordance with all laws, rules and regulations applicable to a stock exchange member and the business conducted by a stock exchange member. As a stock exchange member, Meitav Dash's principal business is to facilitate execution of orders received both on a solicited and unsolicited basis for both its institutional and non-institutional clients. Meitav Dash has clearing agreements with several Brokers, clearing firms and custodians who provide certain "back office" securities clearing, custodial and processing services.

In its capacity as a stock exchange member, Meitav Dash receives and/or encounters certain nonpublic personal information concerning its current and/or former customers, including but not limited to certain nonpublic personal information related to the securities account(s) that said customers open and/or maintain with Meitav Dash. Any such nonpublic personal information related to such customers and/or such customers' securities account(s) is hereinafter referred to as "nonpublic personal information". Meitav Dash receives and/or encounters the nonpublic personal information only for purposes of conducting its business as described above. For convenience herein, "you" or "your" refers to any customer(s) described above.


Collection of Information:

In conducting its business, as described above, Meitav Dash collects (or may collect), for certain types of nonpublic personal information, including but not limited to:

A. Information about you: (1) information you provide in connection with securities account, margin loan, debit card or any other financial product or service, whether in writing, in person, by telephone, electronically or by any other means, such as your name, address, social security number, tax ID number, assets, income, investment objectives, financial situation and debt; and (2) information Meitav Dash obtains (or may obtain) for the purpose of tax reporting to you and to various agencies to which Meitav Dash reports as required by law, including disclosures on various Internal Revenue Service (IRS) forms that Meitav Dash and/or its clearing firm(s) collects for tax reporting purposes.

Information about your securities and/or other transactions: (1) information Meitav Dash collects and relates to account balance, payment history, trading activity and any other transactions concerning which Meitav Dash provides brokerage services; (2) information Meitav Dash collects as part of servicing your account(s), as a stock exchange member; and (3) information Meitav Dash may collects through an internet "cookie" (an information collecting device from a web server).

A. Information about your transactions with nonaffiliated third parties: (1) information from nonaffiliated third parties pursuant to law, rules, regulations, standard securities industry practice and/or legal process, including information and/or documents received, shared, produced or provided in connection with a subpoena, discovery request or other legal process compelling production; and (2) information from non affiliated third parties related to servicing your account for purposes of providing securities services.

B. Information from a consumer reporting agency: (1) information from a consumer reporting agency regarding your creditworthiness or credit history or other information with regards to margin lending or other financial transactions; (2) information about the fact that you are a customer of Meitav Dash; and (3) information from other outside sources regarding their employment of, credit to or other relationship with you, or verifying representations made by you, such as your employment history, loan or credit card balances.

Disclosure of Nonpublic personal Information disclosed to affiliates and nonaffiliated third parties:

Meitav Dash discloses to its affiliates and nonaffiliated third parties nonpublic personal information only in connection with Meitav Dash providing stock exchange member services. Such disclosures include, but not limited to, information related to transactions, settlement, billing and payment. Such disclosures may be provided to affiliates and nonaffiliated third parties: (i) as required or necessary to carry out fully and properly the securities business of Meitav Dash (such as, for example, disclosures to affiliated and nonaffiliated third party service providers supplying to Meitav Dash computer related, document processing and delivery, and data maintenance or processing services, and disclosures to nonaffiliated third parties such as clearing agencies and entities); (ii) as required by law or legal process; or (iii) with your consent.

Former Costumers:

Meitav Dash will disclose nonpublic personal information about the former customers of Meitav Dash only as permitted and/or required by law or legal process, or with your consent.


Confidentiality and Security of Nonpublic Personal Information:

Meitav Dash is committed to implementing and maintaining commercially reasonable and appropriate measures to maintain your nonpublic personal information in a secure and confidential fashion. Meitav Dash's information and security procedures include, but are not limited to, the following features:

  • Access controls on customer information systems, including controls to authenticate and permit access only to authorized individuals and controls to prevent Meitav Dash employees from providing nonpublic information to unauthorized individuals who may seek to obtain this information through fraudulent means.
  • Physical access restrictions at locations containing nonpublic personal information
  • Stringent pre-employment screening, including fingerprinting, and segregation of duties for Meitav Dash employees with responsibilities for or access to nonpublic information.

Meitav Dash regularly reviews, revises and updates its information security program to account for changes in technology.

Meitav Dash reserves the right to change this Privacy Policy at any point in time.

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