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To assist us in providing services;
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To help design and improve products;
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To offer products and services that may be of interest to you.
In the course of doing business we may share information with third parties, which could include personal information about you. Personal information may be shared with others for the following reasons:
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In response to a subpoena
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To prevent fraud
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To comply with inquiries from government agencies or other regulators
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For other legal purposes
We also may share personal information with others that service your accounts, or that perform services on our behalf; with others with whom we may have joint marketing agreements. These include financial services companies, financial services providers, such as introducing brokers, broker/dealers, futures commission merchants, investment companies, investment advisors, commodity trading advisors and commodity pool operators, publishers and other direct marketers of products related to the financial services industry, such as newsletter or book publishers and software or trading system developers; to other non-affiliated third parties with your consent, at your request or as permitted or required by law.
OPT Out Notice: If you prefer that Edgemoore Financial not disclose non-public personal information about you to non- affiliated third parties, you may opt out of those disclosures. That is, you may direct Edgemoore Financial not to make those disclosures, other than disclosures permitted or required by law. Any customer who decides to opt out of these disclosures to non-affiliated third parties must notify us by sending an e-mail to [email protected].
Edgemoore Financial regularly provides notices to its customers regarding its privacy policy. Edgemoore Financial reserves the right to change this policy, and to apply changes to information previously collected, as permitted by law. If there is any change to this policy, Edgemoore Financial will provide its customers with a revised privacy notice. To obtain further information, please call our Customer Service Team at 800-707-0044.Edgemoore Financial Management mails its privacy policy to existing customers on an annual basis.
If you have any questions concerning our Privacy Policy or how we protect your confidential information, please call 800-707-0044 or e-mail us at [email protected].