Privacy Policy


PRIVACY POLICY DISCLOSURE

Strategic Capital Privacy Policy Disclosure

At Strategic Capital, we value the trust that our clients have placed in us. That trust has been built through respect, integrity and honesty and is the basis for our reputation. Therefore, we take the privacy of personal information very seriously.

All information that is gathered is done so only for Strategic Capital to administer your accounts, provide comprehensive and effective service and offer products and services that we think may be of interest to you.  We maintain physical, electronic and procedural safeguards to protect client data.  The only persons who are authorized to have access to it are those who need access to do their jobs.  We require them to keep the data secure and confidential.  We will not sell your personal information to anyone.

  • We collect nonpublic personal information about you from the following sources:
    • Information we receive from you on applications or other forms
    • Information about your transactions with us, our affiliates, or others; and
    • Information we receive from a consumer reporting agency

 

  • We do not disclose any non-public information about our customers or former customers to anyone except as outlined in this policy, or as permitted by law.

 

  • It is our policy not to reveal client information to anyone except in the following situations:
    • When it is necessary to assist you in completing certain business transactions
    • To verify the existence of your account relationship with Strategic Capital to a third party (i.e. credit bureau)
    • To comply with a court order, laws or regulations
    • Upon your request.
    • We reserve the right to share information about you or your account (such as information received from an application or from a credit reporting agency) or information regarding our experiences with past history and transactions with you (such as account balance and payment history) with companies related to us by common control or ownership (our affiliates).  If you wish this information to not be shared with our affiliated companies you may make your request by calling us.  The toll free number is (888)398-3815.

 

  • In the event that personal information is shared with a third party as outlined above, Strategic Capital insists that the third part adhere to similar privacy procedures for keeping such information confidential.

 

  • We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

 

  • We adhere to all federal and state laws to protect your privacy.

 

  • If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

 

If you have any questions regarding our privacy policies, please contact our Privacy Compliance Officer at (217) 398-3800 or (888) 398-3815.