MATHEIS FINANCIAL GROUP
The team at Matheis Financial Group values your business and respects your rights as our client. In the course of providing you with superior products and services, we are committed to protecting the privacy, confidentiality, accuracy and security of your personal information.
Personal information refers to any information regarding an identifiable individual but does not include, name, title, or business address or telephone number of an employee of an organization. Simply put, any information that cannot be obtained publicly is classified as your personal information.
Matheis Financial Group is responsible for protecting your personal information while in its custody.
COLLECTION, USAGE AND DISCLOSURE OF PERSONAL INFORMATION
We collect, use and disclose personal information in order to provide you with the products and services that will help you to meet all of your financial goals. Knowing you helps us to understand your specific financial needs, communicate effectively with you and provide you with suitable services and products. Simply stated, we collect this information to:
- Verify your identity
- Determine your eligibility for products and services offered by our firm
- Evaluate claims and underwriting risks when required
- Provide you with ongoing services, establish and maintain communications, respond to inquiries
- Detect and prevent fraud and illegal activities
- Determine the suitability of you investments
- Act as required or authorized by law
- Comply with tax requirements
Your knowledge and consent are required before we may collect, use or disclose your personal information, except in special circumstances, such as during a fraud investigation by the police, or in situations otherwise permitted by the law.
We accept any of the following as your consent for Matheis Financial Group’s existing use and future collection of your personal information for the above identified purposes:
• Receipt of this Personal Information Policy and the completed and signed Personal Information Consent Form, unless you advise Matheis Financial Group, either orally or in writing, that you do not agree with the terms stated in this policy or that you wish to opt out of all or portions of it.