The purpose of this letter is to inform you of Investment Placement Group’s Privacy Policy and to comply with Federal laws,
including Securities and Exchange Commission regulations.
Our Commitment to Your Privacy: Investment Placement Group (“IPG”) is committed to recognizing and respecting the expectations and rights you have regarding the handling of your personal information. To protect your privacy IPG has adopted the
long standing privacy policy outlined below, which explains the circumstances under which IPG may collect, maintain and use
any non-public personally identifiable information you may provide us or which we accumulate in the course of doing business
with you.
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, or 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 unaliated 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.
Former Customers: Even if you are no longer a customer of IPG, our Privacy Policy will continue to apply to you.
IPG is committed to upholding the spirit of this Privacy Policy, but reserves the right to change these privacy policies at any
If you have any concerns in this matter or anything else regarding your account with Investment Placement Group, please give
us a call.