NOTICE OF PRIVACY POLICY
This Notice is being provided on behalf of Ben Sarsozo and
Integrated Investment Group, a Registered Investment Advisor.
YOUR PRIVACY IS IMPORTANT TO US
At Integrated Investment Group (IIG), we are committed to maintaining confidentiality of your personal information. Please read this to learn how we handle your personal information. Our privacy Policy applies to all current and former customers of IIG. We will provide customers with a copy of our most recent Privacy Policy when they open an account with IIG and annually thereafter, as required by law. Our website is a great way to find out more about our services, access informative articles, market information and financial calculators. We will not collect any personal, identifiable information without your knowledge.
INFORMATION WE COLLECT
We collect information generally supplied by you. This information is needed to quote and service various insurance, investment and financial planning programs. Sources of information include information we receive from you on applications and other forms, such as your name, address, social security number, occupation, assets, liabilities, income, other insurance and investment plans in effect whether provided through out office or other non-affiliated companies; information about your transactions with or through us, Our Affiliates, or others, such as account balances and transactions in your account.
NON-PERSONAL WEBSITE INFORMATION WE COLLECT
Our website also creates a temporary data file commonly known as a cookie, which allows you to view some of our disclosure information. It may also track the areas of our website that you visit. However, when you close your browser this cookie is automatically deleted from your system. We may collect information regarding the internet provider from which you are connecting to our site, such as AOL or MSN. We may also track the website from which you linked to our site. This information is used statistically and not to identify individuals.
PERSONAL WEBSITE INFORMATION WE COLLECT
You can visit the site and remain anonymous by not providing any personal information. However, you may choose to share this information by completing applications, online forms or requesting that we contact you. Personal information includes, but is not limited to name, address, phone number, and email address. All forms are located in secured areas of our website.
When using secure areas of this website to provide or access your personal information, the information is encrypted, making it indecipherable to third parties. Your browser will indicate that you are in a secure area by displaying a locked padlock in the bottom of the screen. Internet connections cannot be guaranteed to be 100% secure. We have taken all reasonable measures to protect the information entered and accessed on the website. However, we cannot be liable for unintentional disclosure of information.
THE USA PATRIOT ACT AND YOUR INFORMATION
Under the USA PATRIOT Act, passed in response to the tragic events of September 11, 2001, to stop the unlawful laundering of money through U.S. financial institutions, all broker-dealers are required to verify the identity of their customers. As required by law, we use the information you provide to verify your identity.
SHARING INFORMATION
Except as provided below, we do not disclose confidential information about customers or former customers to anyone, except as permitted by law. We do disclose confidential information to VSR Financial Services, Inc., TD Ameritrade, Security Benefit Group, Aviva Life Insurance Company and other investment or insurance companies where an application has been made by you to purchase their products. We may also disclose your confidential personal information to non-affiliated third parties, as permitted by law. Website information collected will be emailed directly to us and will be used to provide you with more value, better service, or process a transaction for you. Other sites linked to this site are not covered under this privacy agreement.
CONFIDENTIALITY AND SECURITY
We restrict Nonpublic Personal Information about you to those employees and other parties who must use that information to provide products or services, or to service your account. We also maintain physical, electronic and procedural safeguards to comply with applicable laws and regulations.
INFORMATION ABOUT THIS POLICY
If you have any questions about this Privacy Policy please feel free to contact us at 303-690-1927, Monday-Friday 8:00 a.m. to 4:00 p.m., Mountain Time.
CHANGES TO THIS POLICY
Future changes may be made to our privacy policy. If you are a client, we will not make any change without first sending you a revised policy. Those changes will also be addressed on this website, which reflects the current privacy policy.