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Privacy Code
This
notice provides our Privacy Code and applies to personal information
collected, used and disclosed by Crossgrove & Company Financial Services
Ltd. (Crossgrove & Company)
Personal Information
•
At the time you begin a relationship with us and during the course of
our relationship, we may collect information about you.
• We obtain most of our information about you directly from you.
• For every product or service, we need your name, address, birth date,
occupation and some identification. For certain products, we may need to
collect other personal information.
Uses
• We ask you for information to establish and serve you as our customer.
• We share information within Crossgrove & Company to manage our operations, to
comply with legal or regulatory requirements, to determine your
financial needs, and to offer you products and services.
• We may release your information to parties outside Crossgrove, such as
our suppliers and agents who assist us in serving you.
Your Choices
• You may access and update the information we have about you.
• There are several privacy preferences available to you. For example,
you may choose not to have us contact you with direct marketing offers
or to participate in customer research surveys. In most cases you are
free to refuse or withdraw your consent at any time.
• To make any of these choices, refer to the How to Contact Us box.
Important Information
• We will protect your information with appropriate safeguards and
security measures.
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