For purposes of this Privacy Notice, “we” means Resource Equity Group. This Privacy Notice covers the personal information of individuals who are prospective and current insurance clients.
Part of what you expect from us is information – such as information about the history of transactions in your account or current market information. However, the information you provide to us is equally important. This Privacy Notice is intended to provide you with a full understanding of the information we collect about you and our guidelines for sharing and safeguarding that information with others.
We consider the information we have about you to be confidential. Your information will be handled in the manner described in this notice. We restrict access to information about you to those employees and authorized agents who need to know that information. We maintain physical, electronic and procedural safeguards that comply with federal standards to maintain the confidentiality of your information.
We collect the following types of information about you: Information from you such as that contained in new account forms, applications, or agreements you enter into in order to receive our products or services, including your name, address, email address, age.
Information about your transactions with us: We do not sell information about our customers. We share or disclose the information we collect about our prospective and current or former customers with third parties only as permitted by law. Some examples of legally permitted sharing or disclosures to third parties include: Sharing of information to properly manage our business. This includes sharing in order to service your accounts, to comply with laws and for other routine business practices. For example, we may share information with third parties who process your billing or policy transactions on our behalf. You may direct us, for example, to send your account statements and confirmations to third parties.
We may share information about you within the family of companies we represent, as permitted by law, to allow us to more efficiently manage our relationship with you, including keeping you informed of the full range of financial services that the companies has to offer. Sharing of certain types of information with our affiliates, including our transactions and experiences with you, is useful for us to conduct business and is permitted by law.
TO OUR CLIENTS AND PROSPECTIVE CLIENTS:
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