Privacy Statement

CIG Financial Services is committed to ensuring your financial privacy. In order to conduct business with our clients, we must obtain personal information such as account holders' addresses, telephone numbers, Social Security numbers and your financial portfolio. We use this information to help us maintain accurate records of transactions and account balances and also to pinpoint investment objectives which are most suitable for you. It is our policy to protect the confidentiality of your information and not to sell information about you or your accounts to outside marketing firms. We have safeguards to protect your personal information from unauthorized sources.

Under certain circumstances, we may share this information with outside vendors who provide services to us, such as mailings and proxy solicitation. We may also share this information with our affiliates to service your account or provide you with information about other products and services related to your account(s).

In Summary:

* Only such information received from you, through applications forms or otherwise, and information about your fund transactions will be collected.

* None of such information about you (or former customers) will be disclosed to anyone, except as permitted by law (which includes to employees necessary to service your account).

* Policies and procedures (including physical, electronic and procedural safeguards) are in place that are designed to protect the confidentiality of such information.

 

If you would like clarification about our confidentiality policies or have further questions or concerns, please contact us at 419-445-5000.