Privacy Policy for Legacy Chief Financial Office, LLC
Legacy Chief Financial Office, LLC recognizes that our relationships with former, current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Legacy Chief Financial Office, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Legacy Chief Financial Office, LLC will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
Help design and implement the investment and planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
Information that we generate to service your financial needs.
Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We only share your nonpublic personal information with your representative within our firm, affiliates, and non-affiliated companies or individuals as permitted by law, such as mutual funds, insurance companies, and other product vendors, or to comply with legal or regulatory requirements. With your approval, we also may share information with your advisors, which can include your accountant and/or attorney. Additionally, in the normal course of our business, we may disclose information we collect about you to companies or individuals that contract with us to perform servicing functions such as:
Record keeping.
Computer related services.
Good faith disclosure to regulators who have regulatory authority over the company.
Privacy Policy for Legacy Chief Financial Office, LLC
Companies we hire to provide support services are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested. Notwithstanding the above, we will not release information about our customers or former customers unless we receive your prior written consent, we believe the recipient to be you or your authorized representative or we are required by law to release information to the recipient. We do not sell your personal information to anyone.
Arrangements with companies or independent contractors not affiliated with Legacy Chief Financial Office, LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to Legacy Chief Financial Office, LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. If you have questions regarding our privacy policy, please contact us. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent, tis information will not shared with any third parties.