Privacy Policy from Sycamore Financial Group
Investment Advisory Information
Form ADV: Part 2 A&B Click Here.
Sycamore Financial Group collects nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms;
- Information about your transactions with us or others;
- Information we receive from a consumer reporting agency.
We do not disclose any non-public personal information about you to anyone, except as permitted by law.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
Sycamore Financial Group restricts access to your personal and account information to those employees who need to know that information to provide products or services to you. Sycamore Financial Group maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.
If Sycamore Financial Group receives any documentary information about our clients we provide proper disposal of these documents.
We may disclose all of the information we collect, as described to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.
If for any reason at any time in the future, we find it necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change and the opportunity to opt out of such disclosure.
Cookies
Cookies are files with a small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and transferred to your device. We use cookies to collect non-essential information in order to improve your interactive experience with the website. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. The Help feature on most browsers provide information on how to accept cookies, disable cookies or to notify you when receiving a new cookie. If you do not accept cookies, you may not be able to use some features and functions on this website, therefore we recommend that you leave them turned on.
Service Providers
We may employ third party companies and individuals to facilitate our Service, to provide the Service on our behalf, to perform Service-related services and/or to assist us in analyzing how our Service is used. These third parties have access to your Personal Information only to perform specific tasks on our behalf and are obligated not to disclose or use your information for any other purpose.
Security
The security of your Personal Information is important to us, and we strive to implement and maintain reasonable, commercially acceptable security procedures and practices appropriate to the nature of the information we store, in order to protect it from unauthorized access, destruction, use, modification, or disclosure.
Links To Other Sites
Our Service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites or services.
Changes To This Privacy Policy
This Privacy Policy will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately since being posted on this page.
Sycamore Financial Group reserves the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.
If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website. If you have any questions about this Privacy Policy, please contact us.
