An important part of the relationship we have with our Clients is the information you share with us. We want you to know how we treat your private information.
As you will read, we keep personal information such as your Social Security Number and account balances confidential. We take steps to safeguard this data from anyone who should not have access to it. We do not sell this information to anyone.
In your dealings with Good Life, you can expect that we will take the steps outlined below to keep the information we have about our customers confidential and secure.
In providing financial services and products to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted by law. Protecting your privacy is important to us.
Information We Collect
The nonpublic personal information we have about you includes what you give us when you open an account or communicate with us. This could include
Your name and address
Social Security Number
Investment objectives and experience
Account balance and account transactions
Information We Disclose
How Information Is Used
We do not sell personal or non-public information about our Clients to anyone.
How Information Is Safeguarded