We at IFC and Insurance Marketing, Inc. (IFC) are committed to safeguarding the personal information of our customers. This notice will help you understand how we safeguard and use the information we collect.
Why and How We Collect Personal Information: We collect information that assists us in meeting your financial services needs. This information helps us provide you with a high standard of customer service, process your transactions, provide products that may help meet your financial goals, and fulfill legal and regulatory requirements. The personal information we collect includes information collected on applications and supplemental forms such as, name, address, social security number, bank reference, annual income, and net worth.
How We Protect Information: Our employees maintain and protect the confidentiality of your personal information by utilizing physical, electronic, and procedural safeguards.
Disclosure of Information: Non-affiliated third parties – We may disclose any personal information to or as directed by you or when we believe it necessary for the conduct of our business, or where law requires disclosure. For example, personal information may be disclosed for audits, to attorneys, or other professionals, or to law enforcement and regulatory agencies as necessary to protect our property or rights. In addition, we may disclose personal information to third party service providers through our custodian, TD Ameritrade (TDA) Institutional such as mutual fund companies and clearing firms to enable them to provide business services for us by performing computer related or data maintenance or processing services, to facilitate the processing of transactions requested by you, and to assist in offering products and services. Except in those specific, limited situations, without your consent, we will not make any disclosures of your personal information to other companies who may want to sell their products or services to you. For example, we do not sell customer lists and we will not sell your name to a catalogue company or any marketing agencies. IFC’s policy requires all third parties to enter into strict confidentiality agreements.
Former Customers: This policy applies to former customers as well as current customers.
Maintaining Accurate Information: We strive to maintain complete and accurate information on you and your accounts. We will give you reasonable access to the information we have about you. If you have a question or concern about your personal information or this privacy notice, please contact us.
This notice is being furnished on behalf of IFC, Investment Adviser Registered with the Securities Division of the State of California Department of Business Oversight. If you have accounts managed by IFC and you would like a copy of our Form ADV, Part II, please contact us:
Mail – 102 El Dorado St. Auburn, CA 95603
Email – firstname.lastname@example.org
Telephone – 530-886-8550, ext 101
Toll Free – 888-466-8550
Fax Number – 866-554-9484