Privacy Policy Notice
FACTS | WHAT DOES CARDINAL POINT WEALTH MANAGEMENT DO WITH YOUR FINANCIAL INFORMATION? |
Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
What? | The types of personal information we collect and share depends on the product or service you have with us. This information can include: ▪ Social Security number and income ▪ Account balances and assets ▪ Transaction history and investment experience |
How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Cardinal Point chooses to share; and whether you can limit this sharing. |
Reasons we can share your personal information | Does Cardinal Point share? | Can you limit this sharing? |
---|---|---|
For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
For our marketing purposes to offer our products and services to you | Yes | No |
For joint marketing with other financial companies | No | Not Applicable |
For our affiliates’ everyday business purposes information about your transactions and experiences | Yes | No |
For our everyday business purposesFor our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | Yes |
For our affiliatesto market to you | Yes | Yes |
For non-affiliatesto market to you | No | Not Applicable |
Questions? | Call 602.374.3727 or go to www.cardinalpointwealth.com |