We treat the information we gather about you in a confidential manner. StrategicPoint collects information about you to help us serve your financial needs, administer and update accounts, reduce fraud and other risks, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.
In order to service your account, StrategicPoint may collect nonpublic personal, financial and health information from the following sources:
- Information on applications and related forms, or provided by you in person or over the phone, such as name, address, Social Security number, marital status, assets and income, and medical information if applying for insurance;
- Information collected from your browser, when you visit our web-site and your browser interacts with us;
- Information regarding your transactions with us, our affiliates or others, such as products or services purchased, account balances and payment history;
- Information from your employer, association, benefit plan sponsor, consumer reporting agencies, or other institutions where you conduct financial transactions, such as name, address, Social Security number, assets and income.
StrategicPoint does not disclose any nonpublic personal information about you to anyone, except as permitted or required by law. However, in the course of servicing your account, we may share previously described information about our customers with other service providers such as insurance companies, mutual fund companies, affiliated advisors, affiliated broker-dealers, banks, investment firms, or technical application providers, as needed, to effect transactions, provide account maintenance or customer service to your account. We may also disclose your information to other organizations as permitted by law such as government agencies and law-enforcement officials (for example, for tax reporting, or under court order), or to other organizations and individuals with your consent (for example, to your attorney or tax professional).