Facts: What does BG Wealth Advisory, LLC do with your personal information?
Why? – Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? – The types of personal information we collect, and share depend on the product or service you have with us. This information can include Social Security numbers & income and Account balances and payment history.
How? – All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.
Reasons we can share your information:
For our everyday business purposes – such as processing your transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus.
- Do we share? Yes
- Can you limit this sharing? No
For our marketing purposes – to offer our products and services to you.
- Do we share? Yes
- Can you limit this sharing? Yes
For joint marketing with other financial companies.
- Do we share? No
- Can you limit this sharing? We don’t share
For our affiliates’ everyday business purposes – information about your transactions and experiences.
- Do we share? Yes
- Can you limit this sharing? Yes
For our affiliates’ everyday business purposes – information about your creditworthiness.
- Do we share? No
- Can you limit this sharing? We don’t share
For our affiliates to market to you.
- Do we share? Yes
- Can you limit this sharing? Yes
For non-affiliates to market to you.
- Do we share? No
- Can you limit this sharing? We don’t share
To limit our sharing: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions? Call 913-553-6222
Who is providing this notice? BG Wealth Advisory, LLC.
What we do:
How do we protect your personal information? – To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How do we collect your personal information? – We collect your personal information, for example, when you open an account or deposit money.
Why can’t I limit all sharing? – Federal law gives you the right to limit only: Sharing for affiliates, everyday business purposes, information about your creditworthiness, Affiliates from using your information to market to you, and sharing for non-affiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly? – Your choices will apply to everyone on your account – unless you tell us otherwise.
Data Sharing and Disclosure:
We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:
Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers
Legal Obligations: When required by law or to respond to legal processes.
Protection: To protect our rights, property, and safety, or that of our customers and others.
Text messaging disclosure:
We may receive text message communications from us from time to time. Below is a list of the types of notifications you may receive.
- Event reminders: we use a system called Levitate to directly message you about an event you have registered for to inform you that it is coming up.
- Appointment requests: we may reach out via text to schedule your first or next appointment with us.
- Appointment reminders: we may reach out via text to remind you of an upcoming appointment and all the needed materials you will need to bring to that appointment.
- Client related messages: once you are an established client you may receive text messages informing you about upcoming events that we may think you would be interested in attending.
By providing your phone number, you consent to receive automated informational/ conversational SMS communications from BG Wealth Advisory, LLC. Message & data rates may apply, and frequency vary. Simply reply STOP to unsubscribe.
Definitions:
Affiliates: Companies related by common ownership or control. They can be financial and non-financial companies.
Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.