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Privacy
Statement
Dear Valued Client,
Discovery Financial Group, Inc. and
its affiliated companies, Discovery Collegiate Advisors, Discovery
Tax Service, Discovery Mortgage Group, and Discovery Insurance
Agency appreciate the business relationship we have with you.
Accordingly, we recognize our responsibility to keep the personal
financial information you share with us confidential.
Congressional legislation, known as the Gramm-Leach-Bliley Act
requires that we notify our current clients annually of our Consumer
Privacy Policy as it pertains to their nonpublic personal
information.
We want you to know that the
information we collect about you is used for business purposes only
and is carefully managed to give you better and more convenient
service. This notice outlines our policy in detail to help you
understand what information we collect about you and the measures we
take to safeguard that information.
This
policy applies to Discovery Financial Group, Inc. and all subsidiary
companies, including:
Discovery Collegiate Advisors, Inc., Discovery Tax Service,
Discovery Mortgage Group, and Discovery Insurance Agency.
Our
obligation to ensure and protect the personal information you
entrust to us has always been a top priority at our firm. We
thank you for the continued opportunity to serve your college needs.
Consumer Privacy Notice
This
notice is being provided on behalf of Discovery Financial Group,
Inc., and it's subsidiary companies. In this notice, Discovery
Financial Group, Inc. and the herein referenced subsidiaries are
referred to collectively as "Discovery," "we," or "our." For
the most part, the information we collect is given to us directly by
either you or your individual Financial
Representative/Agent/Solicitor/Consultant/Advisor.
Privacy Policy - In providing financial services and products to
you, we collect certain nonpublic personal information about you.
Our policy is to keep this information strictly safeguarded and
confidential, and to use or disclose it only as necessary and/or
customary in order to conduct our business, provide our services or
products to you, and as otherwise permitted by law.
Information Collected - "Nonpublic personal information" is
individual information about you or your family that is necessary in
order to provide any or all of your services to you. Some, but
not all of the information may include: name, address, telephone
number, employment, income, family members, assets, investment
objectives and personal financial situation. We may also
receive information from a Consumer-Reporting Agency, along with an
Insurance Company, Investment Company and/or Mortgage Lender.
Information Disclosed - We disclose nonpublic personal information
about you only as permitted by law or authorized by you.
We also disclose your information to financial institutions with
which we have joint marketing agreements, such as mutual fund
companies, insurance companies, and/or mortgage lenders, all of
which are also required to notify you directly of their privacy
procedures. We do not sell your information to any companies
so that they may solicit you.
Security Policy - Discovery considers your information to be
confidential. Only those individuals who need you information
to perform their jobs are authorized to have that information.
We also maintain physical, electronic, and/or procedural safeguards
with respect to your information in order to protect the
confidentiality of your information.
We
will adhere to the policies and practices described in this notice
for both current and former customers of Discovery. If you
have any questions regarding our privacy policy, please contact us
at (732) 240-2233.
Discovery Financial Group, Inc.
and
Affiliated Companies
20
Hadley Avenue
Toms
River, NJ 08753
(732)
240 - 2233
Please
contact your account representative for personalized assistance
regarding your financial matters.
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