PRIVACY POLICY
Our Privacy Commitment to You.
Financial Concepts is committed to maintaining the confidentiality, integrity, and security of the personal information we obtain from our clients and prospective clients.
This notice explains how we collect, use, safeguard, and disclose nonpublic personal information in connection with providing financial products and services.
What Information Do We Collect?
We collect nonpublic personal information as necessary to provide financial services and comply with legal and regulatory requirements. This may include information you provide, information about your transactions and accounts with us, and information obtained from third parties such as custodians or consumer reporting agencies, as permitted by law.
We use this information to provide investment advice and services and to meet legal and regulatory obligations.
We rely on our clients to provide accurate and complete information and to notify us promptly of any changes so that we can maintain accurate records.
We may retain information about former clients and prospective clients as required or permitted by law, even if a client relationship is not established or is terminated.
What Information Do We Disclose?
We do not sell your personal information. We disclose nonpublic personal information only as permitted by law, including to service providers who perform services on our behalf or with your consent.
How Do We Protect the Confidentiality of Your Information?
We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of your personal information. Access is limited to those employees and service providers who need the information to perform services on our behalf.
We maintain customer information in both electronic and physical formats and may communicate with clients using electronic means, consistent with applicable laws and safeguards.
In the event of unauthorized access to or use of sensitive customer information, we will notify affected individuals as required by applicable law.
We reserve the right to amend this privacy notice at any time, and we will provide clients with an updated notice if our privacy practices change in a manner that requires disclosure.
Questions?
Confidentiality is a fundamental part of our business.
If you have questions about this privacy notice, please contact Financial Concepts at (662) 327-1480 or info@fincon.net.
This notice is provided in accordance with the privacy provisions of the Gramm-Leach-Bliley Act and SEC Regulation S-P.