truFP has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What Information We Collect
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What Information We Disclose
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. We will not disclose the nonpublic personal information we collect about our customers to anyone except as necessary as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs), however we will not do so. These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
SMS Terms & Conditions
1. SMS Consent Communication
Information obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communications
If consent has been given to receive text messages from truFP, messages may be received related to the following:
– Appointment reminders
– Follow-up message
Example: “Hello, this is a reminder of your upcoming appointment with Andrew at 327 Dahlonega Street on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time.”
3. Message Frequency
Message frequency may vary depending on the type of communication. For example, up to 2 SMS messages per week may be received related to appointment reminders.
Example: “Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments.”
4. Potential Fees for SMS Messaging
Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5. Opt-In Method
Opt-in to receive SMS messages from truFP can be done in the following ways:
– Verbally, during a conversation
– By submitting an online form
– By filling out a paper form
6. Opt-Out Method
Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.
7. Help
For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://trufp.com/contact-us.
Additional Options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked.
8. Standard Messaging Disclosures
– Message and data rates may apply.
– Opt out at any time by texting “STOP.”
– For assistance, text “HELP” or visit our Privacy Policy page.
– Message frequency may vary.
SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.
Security and Your Information
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Changes to Our Privacy Policy or Relationship With You
Our policy about obtaining and disclosing information may change from time to time. We will provide you with notice of any material change to this policy before we implement the change.