Privacy Notice

RTC is a regulated financial institution and, as such, must obtain personal and financial information from our clients and investors. We are committed to maintaining the confidentiality and security of non-public information about you and do not share this information with our affiliates or with third parties without your consent, except as described below. This policy applies to all current or former clients and investors.

Collection, Use and Retention of Customer and Investor Information

We collect nonpublic information about you from the following sources:

Information we receive from you on applications or other forms such as your name, address, social security number, assets, income and net worth.
Information about your transactions with us, our affiliates or others.
Information we receive from a consumer-reporting agency.

We use this information primarily to comply with securities and anti-money laundering laws and to service accounts.

Disclosure of Information

As required by law, we also provide non-public personal information about clients and investors to the Internal Revenue Service, the Securities and Exchange Commission and other regulatory and governmental agencies on request, or in response to subpoenas. We may also supply such information to other financial institutions to facilitate anti-money laundering inquiries, as provided by law.

We do not disclose nonpublic personal information except as described above. We do not sell such information to any person or institution.

Protection of Information

We restrict access to nonpublic personal information about you to those employees who need to know information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.

Business Continuity Summary

Ryan’s Business Continuity Planning: At RTC, we are dedicated to ensuring that our operations continue smoothly, even in the face of unexpected disruptions. We designed our Disaster Recovery & Business Continuity Plan to flexibly adapt to varying situations, ensuring we can quickly bounce back and keep serving our valued clients.

Contacting Us: Should you face any issues reaching us through our usual email channels, email us at michael.messina@ryantaxcapital.com for assistance.

Our Business Continuity Plan: Our primary goal is to swiftly recover and resume operations while safeguarding our team and assets. Our plan includes measures for data backup and recovery, financial and operational assessments, and maintaining communications with our clients, employees, and regulators. We are committed to ensuring that our clients have prompt access to their funds and securities under all circumstances.

Varying Disruptions: We understand that disruptions can vary in scale from affecting just RTC to impacting a broader region or even the global community. Depending on the severity and scope, we have processes in place to transfer operations to alternate locations and anticipate recovery timelines accordingly. Our aim is always to restore normal operations as quickly as possible, typically within 24-72 hours, depending on the situation.

Stay Informed: We will keep you updated via email on the status of any significant business disruptions. You can also reach out to our customer service team for more information.

If you have any questions about our business continuity planning, please feel free to contact us. Our dedicated team is here to provide you with all the information you need.