Privacy policy
We Financial recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We Financial will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. We Financial will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this policy carefully to understand what we do.
How We Collect Your Information
The types of personal information we collect and share depend on the product or service you have with us.
This information can include:
- Social Security number and income
- Account balances and transaction history
- Investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice.
What Information We Collect and Maintain
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information, the reasons We Financial chooses to share, and whether you can limit this sharing.
Reasons we can share your personal information
| Reasons we can share your personal information | Does We Financial Share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes—to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates’ everyday business purposes—information about your transactions and experiences | No | We don't share |
| For our affiliates’ everyday business purposes—information about your creditworthiness | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
How We Protect Your Personal Information
Privacy is important to We Financial. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
WHO WE ARE
Who is providing this notice? We Financial.
WHAT WE DO
How does We Financial protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Oui Financial collect my personal information?
We collect your personal information, for example, when you:
- open an account or give us your income information
- tell us about your portfolio or deposit money
- enter into an investment advisory contract
We also collect your personal information from others, including affiliates and other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
- sharing for affiliates’ everyday business purposes—information
about your creditworthiness - affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
DEFINITIONS
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- We have no affiliates.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- We Financial does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- We Financial does not jointly market.