Privacy is Our Priority
Slezak is committed to safeguarding the personal information that you
provide us. This Privacy
Policy describes how we handle and protect personal information we collect
about individuals, such as you, who apply for or receive our products and
services. The provisions of
this notice apply to former customers as well as our current customers.
and How We Collect Personal Information
you apply for or maintain an account or subscription with George Slezak,
we collect personal information about you for business purposes, such as
evaluating your financial needs, processing your requests and
transactions, informing you about products and services that may be of
interest to you, and providing customer service.
The personal information we collect about you may include:
you provide to us on applications and other forms, such as your name,
address, date of birth, social security number, occupation, assets, and
about your transactions with us and with our affiliates;
we receive from consumer reporting agencies, such as your credit history
and creditworthiness, and other entities not affiliated with George
you provide to us to verify your identity, such as a passport, or received
from other entities not affiliated with George Slezak.
We Protect Personal Information
limit access to your personal information to those employees who need to
know in order to conduct our business, service your account, and help you
accomplish your financial objectives, such as providing you with a broad
range of products and services. Our
employees are required to maintain and protect the confidentiality of your
personal information and must follow established procedures to do so.
We maintain physical, electronic, and procedural safeguards to
protect your personal information. We
do not rent or sell your name or personal information to anyone.
Information With Our Affiliates
We may share personal information described above with our
affiliates for business purposes, such as servicing customer accounts and
informing customers about new products and services, and as permitted by
applicable law. Our
affiliates are busineses controlled or owned by us, or companies
controlling or under common control with our owner (George Slezak), and
include financial service companies, other broker businesses, and
information we share with affiliates for marketing purposes may include
the information described above, such as name, address and George Slezak
account information, but will not include other credit information, such
as credit history appearing on a consumer credit report or net worth and
income information appearing on applications for our products and
to Non-Affiliated Third Parties
order to support the financial products and services we provide to you,
we may share the personal information described above with third-party
service providers and joint marketers not affiliated with us, including:
service institutions (e.g., advisers, dealers, brokers, trust companies
and banks) with whom we have joint marketing agreements, such as
agreements to market financial services or products that we jointly offer,
endorse or sponsor; and
under contract to perform services for us or on our behalf, such as
vendors that prepare and mail statements and transaction confirmations or
provide data processing, computer software maintenance and development,
transaction processing and marketing services.
companies acting on our behalf are required to keep your personal
we may disclose personal information with non-affiliated companies and
regulatory authorities as permitted or required by applicable law. For
example, we may disclose personal information to cooperate with regulatory
authorities and law enforcement agencies to comply with subpoenas or other
official requests, and as necessary to protect our rights or property.
personal information for any other purpose unless we describe how such
information will be used at the time you disclose it to us or we obtain
your permission to do so.
and Revisiting Your Personal Information
We endeavor to keep our customer files complete and accurate. We will give you reasonable access to the information we have about you. Most of this information is contained in account statements that you receive from us and applications that you submit to obtain our products and services. We encourage you to review this information and notify us if you believe any information should be corrected or updated.
you have a question or concern about your personal information or this
privacy notice, please contact George Slezak.