Revised: December 2018
What Information We Collect
CashFlow GPS (CFGPS) and its authorized CashFlowAdvisor.com counselors are committed to protecting the confidentiality and security of information we collect about our existing and prospective CFGPS. We will not share nonpublic information about you (the “Information”) with third parties outside of CFGPS domain without your consent, except for the specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information
Why We Collect and How We Use Information
We limit the collection and use of Information to the minimum we require to deliver superior service to you but also for your protection. Such service includes processing various requests by you, assessing qualifications and capabilities, inventory and due diligence analysis, providing advice to you and administering our services.
How We Gather Information
We get most Information directly from you, when you apply for, access and use products, services and/or research offered through CFGPS – whether in person, by telephone or electronically. We may verify this Information or get additional Information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, avocations or other personal characteristics, as well as transactions and interactions with CFGPS Subscribers, or others.
How We Protect Information
Disclosure of Information
Important Note: CFGPS has one foundational agreement and a series of voluntary supplements for all prospective CFGPS Subscribers without partiality (i.e. house rules): they are non-negotiable and available for review upon receiving CFGPS Subscriber status. We do not ordinarily acknowledge third-party confidentiality agreements and similar documents.
To Whom This Policy Applies
Access to and Correction of Information
If you desire to review any file we may maintain of your personal Information, please contact us. If you notify us with any Information that is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information. Information collected in connection with, or in anticipation of, any conflict resolution proceeding will not be made available.