PRIVACY NOTICE REGARDING CLIENT PRIVACY AS REQUIRED BY REGULATION S-P
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of EDMD FINANCIAL STRATEGIES, LLC.
Information We Collect: In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:
Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. EDMD FINANCIAL STRATEGIES, LLC does not sell customer lists and will not sell your name to telemarketers.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as
Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Complaint Notification: Please direct complaints to: Daniel D. Claffey, Chief Compliance Officer, EDMD FINANCIAL STRATEGIES, LLC, 2603 Camino Ramon, Suite 200, San Ramon, CA 94583; phone: (925) 242-2538.