Core-Plus Logo
A Free article from ActivePortfolioCoach.com

Want a FREE
Phone Coaching Webinar (no obligation)
with the Coach Himself?  

($250 Value)

Click the icons above for more information


ActivePortfolioCoach.com, Inc.
4700 N. Cloverdale Rd, Suite 205
Boise, Idaho 83713

info@ActivePortfolioCoach.com
Privacy Policy

AN IMPORTANT NOTICE CONCERNING OUR CUSTOMER’S PRIVACY

Active Portfolio Coach.com, Inc. is an information service, developed by a Financial Professional exclusively for Financial Professionals.

We are committed to safeguarding the confidential information of our customers/ investments professionals. We hold all personal information provided to our company in the strictest confidence.

We do not share confidential information about you, except as required or permitted by law, with non-affiliated third parties. In the unlikely event there were to be a change in this fundamental policy that would permit additional disclosures of your confidential information, we will provide a written notice to you and you will be given an opportunity to direct us as to whether such disclosure is permissible.

We collect personal information about you and that information is non-public personal information ("Customer Information"), except as permitted or required by law. The essential purpose for collecting Customer Information is to provide you with the services you obtain from our company.

We restrict access to Customer Information to those representatives and employees who need the information to perform their job responsibilities within our company. We maintain agreements, as well as physical, electronic, and procedural securities measures that comply with federal regulations to safeguard Customer Information about you.

To administer, manage, service customer accounts, process transactions, and provide related services for your accounts, it is necessary for us to provide access to Customer Information within our company. We may also provide Customer Information outside of our company as permitted by law, such as to government entities, consumer reporting agencies, or other third parties in response to subpoenas. If you close an account with our company, we will continue to operate in accordance with the principles stated in this notice.

Federal Law Requirements: In November of 1999, Congress enacted the Gramm-Leach-Bliley Act ("GLBA"). The GLBA requires certain financial institutions, including broker-dealers and investment advisers, to protect the privacy of Customer Information. To the extent a financial institution discloses Customer Information to nonaffiliated third parties other than as permitted or required by law, customers must be given the opportunity and means to opt out (or prevent) such disclosure. Please note that we do not disclose Customer Information to nonaffiliated third parties except as permitted or required by law (e. g., disclosures to service your account or to respond to subpoenas).