Information We Collect: We collect certain non-public information about you ("Customer Information"). Customer Information we collect may include:
- Identifying information such as your name, phone number, email address, and Internet Protocol address;
- Your status as a financial planner, if applicable; and
We collect Customer Information for the following reasons:
- To contact you regarding certain financial products;
- To create aggregated statistical data and other aggregated and/or inferred non-personal information, which we may use to provide and improve our services; and
- To comply with applicable laws and regulations.
Amount of Time We Store Your Information: We may store the Customer Information for up to forty-eight (48) months after our last interaction with you.
Security of Your Information: We restrict access to your Customer Information to those employees who need to know that information to contact you or to otherwise assist in promoting certain financial products. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your Customer Information. We store your information on servers located in the United States.
Viewing, Modifying, and Deleting Your Information: We believe your Customer Information belongs to you. If you would like to access, correct, amend, or delete any Customer Information we have related to you, or if you would like us to stop processing your Customer Information, we invite you to contact us at firstname.lastname@example.org or 450 W42nd St. #37S, New York, NY 10036.
Information We Disclose: We do not disclose the Customer Information we collect about our customers to anyone except: (i) in furtherance of our business relationship with our customers and then only to persons who need to know the information; (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise required or provided by law.
Communications: From time to time, we may contact you regarding financial products in which you may be interested, or as otherwise necessary to comply with applicable laws or agreements. We may contact you via email, telephone, text messages, and postal mail. Please note that emails and text messages are not necessarily a secure method of communication, and we will never ask for your login information or credit card information by email or text message.