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Social Responsibility Investment Group, Inc. collects information about you to help us serve your financial needs, provide customer service, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account. We do not sell or share Client information with outside marketers who may want to offer you their own products or services.
How and Why We Obtain Information
Some of the nonpublic personal and financial information Social Responsibility Investment Group, Inc. collects comes from you. The sources and information collected may include:
- Information on forms, such as name, address, social security number, assets and income.
- Information regarding your transactions with us, such as services, account balances, and payment history.
Social Responsibility Investment Group, Inc. does not disclose nonpublic personal information about you to anyone. However, in the course of servicing your account, we may share information collected about our customers, as previously described above, with other unaffiliated service providers such as insurance companies, broker/dealers or investment firms to provide account maintenance or customer service to your account. We may also disclose your information to other organizations as permitted by law such as government agencies and law enforcement officials (for example, for tax reporting or under court order), or to other organizations and individuals with your consent (for example, to an attorney or tax professional).
Protecting Your Information
Social Responsibility Investment Group, Inc. maintains physical, electronic and procedural safeguards to guard your nonpublic personal information to ensure that we are complying with our own policy, industry practices, and federal or state regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
This policy is provided to you as required by the Federal Financial Privacy Law.