Resource published Thu, Sep 08, 2016 at 06:59AM UTC edited Thu, Sep 08, 2016 at 06:59AM UTC
Because your Trust is so important
Notice of your Financial Privacy Rights
We, our, and us, as alluded to in this notice, refers to Southbourne Group. This is our privacy notice for our customers. When we mention the words “you” and “your”, we refer to several types of clients based on their involvement with us.
Our consumer clients are those who have an ongoing relationship by acquiring or holding financial products or services such as an:
• Self-directed Individual Retirement Account
• Financial, investment, or economic advisory services
• Mutual fund shares
• All IRA accounts for which we serve as custodian
• All individuals who use our trust department
• Former customers
Southbourne Group will inform you accordingly as to the sources of the information we gather about you. Moreover, we will let you know what measures we take to protect that information. Let us define some terms beforehand:
Nonpublic Personal Information means information about you that we acquire in connection with furnishing you a financial service or product. To help the government control the financing of terrorism and money laundering schemes, Federal law requires all financial institutions to acquire, validate, and record data that identifies every person who opens an account. Hence, when you open an account, we will require you to furnish your name, address, date of birth, and other data which will allow us to identify you. Southbourne Group will also request you to show us your driver’s license or other identifying papers.
Nonpublic personal information does not include information which is available from public archives, such as telephone directories or government documents. Hereafter, we will use the term “information” to mean nonpublic personal information as already defined in this section.
An affiliate is a firm we own or manage, a firm which owns or controls us, or a firm which is owned or controlled by the same company that owns or controls us. Ownership does not necessarily mean absolute ownership, but owning enough of the company to have management control.
A nonaffiliated third party is a person we do not employ or a firm which is not affiliated to us. We refer to this also as a nonaffiliated third party, or simply as an “other party”.
The Information we Collect
We gather information about you from these sources:
• Information you furnish us on applications or other forms
• Information about your dealings with us
• Information about your dealings with our affiliates
• Information we disclose about you
Southbourne Group does NOT divulge any data about you to anyone, except as allowed by law. This might include disclosures necessary to process your account, undertake joint-marketing or prevent illicit transactions.
Destruction of Sensitive Data. All records and information are carefully shredded before disposal. Destruction of documents is undertaken by authorized employees and/or bonded firms when the shredding of huge quantities of records is necessary.
The Confidentiality, Security, and Integrity of your Information
Southbourne Group confine access to data about you to staff members who need to know that information to furnish products or services to you. We keep physical, electronic, and procedural protection to secure this information.
Information about Former Clients
Southbourne Group has the same policy about divulging data about former customers as we do about present ones. Southbourne Group does not gather account or personal information from visitors who browse the public sections of our website. Southbourne Group does use “HTTP cookies” – tiny pieces of information that the company requests your browser to store. However, the company uses these cookies merely for website statistical information only. The company does NOT use them to acquire your e-mail address, or to view information in cookies created by other websites. Southbourne Group will not share the data in our cookies or give them to others.
What You Can Do
To protect your nonpublic, personal data, the company suggests that you do not divulge your account data or username and password to anyone. If you become suspicious of any activity like fraud with regard to your account, kindly contact us as soon as possible.
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