Confidentiality of Personal Information
As a registered investment adviser with the U.S. Securities and Exchange Commission ("SEC"), Pruneyard Financial Group, Inc. ("Pruneyard Financial") must comply with:
As a California-based corporation, and one that does business with California consumers, we must also comply with the California Financial Information Privacy Act (SB1) and California Consumer Protection Act (CCPA).
The purpose of these regulatory requirements and privacy policies and procedures is to provide administrative, technical and physical safeguards which assist employees in maintaining the confidentiality of NPI collected from the consumers and customers of an investment adviser. All NPI, whether relating to an adviser's current or former clients, is subject to these privacy policies and procedures. Any doubts about the confidentiality of client information must be resolved in favor of confidentiality.
What Information Do We Collect? How Do We Use It?
When visitors access our website, they can choose to Contact Us or Book an appointment through the website. The contact dialog requests personal information such as name, address, email address, and telephone number. We also monitor customer traffic patterns and aggregate site usage to help us develop the design and layout of the site. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party.
We do not sell, trade or rent your personal information to others.
How Do We Protect Consumer Information?
We are committed to protecting your privacy. We have physical, electronic and procedural security safeguards to protect and secure the information we collect. Our website uses Secure Sockets Layering (SSL) to encrypt your personal information, before it travels over the Internet. SSL technology is the industry standard for secure online transactions.
You can request deletion of your collected data, however Pruneyard Financial will normally retain your information for as long as your account is active or is needed to provide you services, and as required by law. This privacy statement applies solely to information collected by this website. We have appointed a data security executive (DSE) who is responsible for overseeing questions in relation to the handling of your personal information. If you have any questions or concerns or requests concerning the privacy of the information that you provide, please contact our DSE:
Pruneyard Financial Group, Inc.
Attn: Data Security Executive
51 East Campbell Avenue, Suite 140
Campbell, CA 95008
PRUNEYARD FINANCIAL GROUP, INC.
51 East Campbell Avenue, Suite 140, Campbell, California 95008 USA
An Accountancy Corporation
A Registered Investment Adviser
CRD# 117378, SEC# 801-60693
California Insurance License # 0H76418
This website is for informational purposes only.
WE NEVER SELL PERSONAL INFORMATION
Copyright © 2019-2022 Pruneyard Financial Group, Inc. All Rights Reserved.
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