PRIVACY DISCLOSURE NOTICE
We value your relationship with us, and we know that respect for your privacy is a foundation of that relationship. As a commitment to this foundation, it is our policy not to disclose the information you share with us. Furthermore, we strive to safeguard this information in order to protect your right to privacy. However, SilverStone Group, like all providers of personal financial products or services, is now required by law to inform its clients of its policies regarding the privacy of client information.
Type of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you:
- provided to us by you on our forms or applications, such as name, address, social security number, family members, asset, liability, and income information;
- obtained by us with your authorization,
- information about your transactions with us, our affiliates, or others, or
- information we received from a consumer reporting agency.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our relationship except as required or permitted by law. Permitted disclosures include, for instance, providing the nonpublic personal information about you to our employees or affiliates, and in limited situations, to unrelated third parties who need to know that information to assist us in providing products or services to you. In all such situations, we attempt to stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to the financial products and services that we provide so that we are better able to assist you with your needs. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with federal standards.
We may collect personal health information for certain types of insurance policies. We do not share personal health information with anyone except as necessary to underwrite such a policy, administer claims or as otherwise requested by you or required or permitted by law.
Please call if you have any questions or updates to your personal information. Your privacy and our ability to provide you with quality financial products and services are very important to us. If at any time in the future we find it necessary to modify this privacy statement, we will notify you in advance.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.