Chris Anderson, CPA/PFS, CFP knows that your privacy is important. You have received this notice as required by law and because you are now or may be a customer of one of our companies. This notice will advise you of the types of Nonpublic Personal Information we collect, how we use it, and what we do to protect your privacy.
"Nonpublic Personal Information" refers to personally identifiable information that is not available to the public.
"Employees, Representatives, Agents, and Selected Third Parties" refers to individuals or entities who act on our behalf.
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- Our Employees, Representatives, Agents, and Selected Third Parties may collect Nonpublic Personal Information about you, including information:
- - Given to us on applications or other forms;
- - About transactions with us, our affiliates, or third parties;
- - From others, such as credit reporting agencies, employers, and federal and state agencies.
- The types of Nonpublic Personal Information we collect depends on the services we offer to you and may include your: name; address; Social Security Number; account balances; income; assets; insurance premiums; coverage and beneficiaries; credit reports; marital status; and payment history. We may also collect Nonpublic Personal Health Information, such as medical reports, to underwrite insurance policies, process claims, or for other related functions.
- We restrict access to Nonpublic Personal Information to those Employees, Representatives, Agents, or Selected Third Parties who provide products or services to you and who have been trained to handle Nonpublic Personal Information as described in this Notice.
- We have policies and procedures that direct our Employees, Representatives, Agents and Selected Third Parties acting for us, on how to protect and use Nonpublic Personal Information.
- We have physical, electronic, and procedural safeguards in place that were designed to protect Nonpublic Personal Information.
- We do not share Nonpublic Personal Information about you except as allowed by law..
- We may disclose all types of Nonpublic Personal Information that we collect, including information regarding your transactions or experiences with us, when needed, to:
- (i) Our Employees, Representatives, Agents, and Selected Third Parties, as permitted by law; or
- (ii) other organizations with which we have joint marketing agreements as permitted by law.
- We do not share your Nonpublic Personal Health Information unless authorized by you or allowed by law.
- Our privacy policy applies, to the extent required by law, to our agents and representatives when they are acting on behalf of Chris Anderson, CPA/PFS, CFP.
- You will be notified if our privacy policy changes.
- Our privacy policy applies to current and former clients.
This Privacy Notice is provided for your information only. You do not need to call or take any action.
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