Our Privacy Commitment
We recognize that protecting the privacy and security of the personal and
confidential information we collect about you is an important responsibility.
The following information will help you understand our privacy policy and how
we will handle and maintain confidential personal information as we fulfill our
obligations to protect your privacy. Personal information refers to nonpublic
financial or health information obtained by Tuttle Wealth Management, LLC in
connection with providing you a financial product or service.
We collect personal information to help us
serve your financial needs, offer new products or services, provide client
service and fulfill legal and regulatory requirements. The type of information
that we collect may include information
- We receive from you on
applications and related forms such as financial information, address, social
security number, etc.
- About your transactions and relationships with us
- We receive from third parties in order to issue and service
policies
We will not disclose personal information
about current or former clients except as permitted or required by law. We do
not sell any personal information about you to any third party. In the normal
course of business, personal information may be shared with persons or entities
involved in servicing and administering products and services on you behalf.
We have procedures in place that limit
access to personal information to those employees, representatives and service
providers who need to know such information in order to perform business
services or market products on behalf of Tuttle Wealth Management, LLC. We
educate our employees on the importance of protecting the privacy and security
of confidential information that comply with federal standards to guard your
nonpublic personal information.
We will update our policy and procedures
where necessary to ensure that your privacy is maintained and that we conduct
our business in a way that fulfills our commitment to you. If we make any
material changes to our privacy policy, we will make that information available
to you.
