Fortem Financial, LLC - Privacy Notice
Information We Collect
Fortem collects your nonpublic personal information in a variety of ways. For example, it obtains your nonpublic personal information when you open an account or give Fortem your income information, tell Fortem about your portfolio or deposit money, submit completed forms or enter into an investment advisory contract. Fortem also collects your nonpublic personal information from other companies. For example, from the custodians who hold your account assets.
The type of information Fortem collects includes name, address, social security number, birthday, profile documents, transaction history, investment experience, assets information, income, and other information you provide Fortem directly about your personal finances or personal circumstances or which Fortem may receive from brokerage statements or other information you authorize Fortem to receive.
Information Disclosed In Administering Products and Services
Fortem shares your nonpublic personal information for our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, report to credit bureaus, to protect the confidentiality or security of your records, to secure services or functions for the firm, or as permitted by law. We may also share your nonpublic personal information for our own firm's marketing purposes; so that we can offer our products and services to you.
Federal law gives you the right to limit only sharing nonpublic personal information about your credit worthiness for our affiliates' everyday business purposes; sharing nonpublic personal information about you with our affiliates to market to you; and sharing nonpublic personal information with non-affiliates to market to you.
We don't share nonpublic personal information about your creditworthiness with our affiliates for their everyday business purposes. We don't share your nonpublic personal information with our affiliates to market to you. We don't share your nonpublic personal information with non-affiliates to market to you. We also don't share your nonpublic personal information for joint marketing with other financial companies. State laws and individual companies may give you additional rights to limit sharing.
Fortem will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Fortem does not sell any personal information about you to any third party. Fortem will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Fortem has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Fortem maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
If you have any questions, please call Brett D'Orlando at 760-206-8500 or go to our website at www.fortemfin.com