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Protecting Your Privacy
At Wealth & Pension Services Group, Inc. (“WPSG”), maintaining our clients’ trust and confidence is of paramount importance. We are committed to safeguarding your personal information and providing you with the facts and possible ways your information is may be shared.
This notice describes the privacy policies of WPSG. The privacy policies apply to individuals who obtain or apply for a financial product or service for personal, family, or household purposes, or have done so in the past, from any of the businesses listed below:
Our Privacy Principles
Information We Collect
Nonpublic information we obtain as part of providing you with our services may include (but is not limited to) the following:
Information That We Share
Sharing of any and all client information is executed in a limited and carefully controlled manner. We use or share your information to identify and protect you against fraud, complete transactions quickly and efficiently, determine the right services to meet your needs, and provide you with proper customer service. Customer information we may share includes (but is not limited to) the following:
Sharing Information with Third Parties Not Affiliated With WPSG
We disclose information with unaffiliated third parties as required or permitted by law. Please be assured that whatever the reason for sharing your personal information, we take steps to assure that those parties respect your privacy by limiting the use of the information to the purpose for which it was disclosed. These unaffiliated third parties may include (but are not limited to):
Confidentiality and Security
The security of your account information is important to us. Only those persons who need your information to perform their job have access to it. In addition, we maintain physical, electronic and procedural security measures that comply with federal regulations to protect your information.
Our employees have limited access to your personal information based upon their responsibilities. All employees are instructed to protect the confidentiality of your personal information as described in these policies, which are strictly enforced.
If you end your relationship with WPSG, we will continue to adhere to the policies and practices described in this notice.
Site disclaimer: Wealth & Pension Services Group, Inc. is a registered investment advisor. This site is for information purposes only regarding services.
This is not an offer to buy or sell any investment. We do not provide legal or tax advice. Securities offered by Triad Advisors, member FINRA, SIPC.