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Life Cycle Planning
Wealth Management Comprehensive Financial Planning |
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Our Privacy Notice
Sunrise recognizes that protecting the privacy and security of the
personal information we obtain about our customers is an important
responsibility. This Privacy Notice generally describes our policy about how
we treat that information, and applies to both our current and former
customers.
How we obtain information
We collect certain non-public personal information about you when you apply
for a financial product or service. We obtain most of the information we
need from:
- Your New Account Form
- Applications and forms that you complete
- Your registered representative
- Anyone who you have authorized to provide
Information we may obtain
- Customer Information. Customer information includes identifying information such as your name, address, telephone number, and demographic data about you.
- Financial Information. Financial information is information covered by the Fair Credit Reporting Act and includes information such as your income, assets, credit history, the type and value of securities you own or which you have purchased or sold, and other information about transactions in your account.
We use information about you for business purposes such as reviewing and processing your transactions with us. We may also use information about you to offer you other products and services we provide.
Disclosure of information
Under our current privacy policy, we do not sell or disclose your information to others.
Changes to our Privacy Notice
Our policy about obtaining and disclosing information may change from time to time. We will provide you with notice of any material change to this policy before we implement the change.