Collection of Information: We limit the collection and use of information to the minimum we require to help us serve your financial needs, deliver superior customer service, offer new products or services, and to fulfill regulatory and other legal requirements. The type of information IPG may collect includes:
• Information received from you on new account applications or other forms;
• Information about your transactions with us or others; and
• Information that we receive from a consumer reporting agency.
How We Protect Your Information: Without your written permission, IPG will not share referral or client non-public personal information with unaffiliated third parties, unless IPG determines such disclosure is necessary to protect against a fraud or comply with a subpoena, court order or other legal requirement. Further, we restrict access to personal information to only those employees who need to know the information to provide to you products or services. Finally, we also maintain physical, electronic and procedural safeguards to protect your information.
If you have any concerns in this matter or anything else regarding your account with Investment Placement Group, please give us a call.