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PRIVACY POLICY

Your Privacy

(Revised – 4/5/2005)

You have provided your Chestnut Planner and CIG, Inc. with confidential information so that we can help you meet your personal financial goals. Preserving this confidentiality and your privacy is of the highest importance to us. We have the utmost respect for our clients and hold all personal information provided to us in the strictest of confidence, including information that we collect from you in connection with any of the services we provide.

How we protect your personal information:

  • CIG does not rent or sell your name or other personal information. We only share information with affiliated and non-affiliated third parties - such as our clearing firm and direct Investment companies directly related to your transaction - for the purpose of servicing your financial needs. This may include information required to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, to market our products and services, and to protect the security of our financial records. We may also disclose certain information as required or permitted under applicable law, for example, to government and regulatory bodies.

  • We restrict access to your personal information to personnel who need that information to service your account or to provide you with our products and services. We share a limited amount of information with our clearing firm in order to execute securities transactions on your behalf, or so that we can discuss your financial situation with your accountant, attorney, or other professionals as designated by you.

  • We enforce policies and procedures that preserve your privacy. CIG maintains physical, electronic, and procedural safeguards to protect the security and confidentiality of your information.

  • The categories of nonpublic personal information that we collect from your account applications and other forms, in interviews, or by other means depend upon the scope of the relationship you have with your financial consultant. This may include information about your finances and personal profile (such as social security number, annual income and net worth, investment experience), information about your health to the extent that it is needed for the planning process (for insurance applications), and information about transactions between you and third parties (trading history and account balances).

FEATURED ARTICLES

Is it information...or is it noise?
We are constantly bombarded with investment tips. Who do you believe?

Negotiate your credit card rate
You’re credit card interest rate is NOT written in stone.

How often should legal documents be reviewed?
Family and business obligations are ever-changing and must be documented.

Pension maximization
You’re ready to retire. When faced with the complex task of choosing your pension option how do you determine what’s right for you?

Women and investing
Women, you ARE different. You take care of everyone else, learn how to take care of yourself.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Internet Exemption Disclosure
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc.
Member FINRA / SiPC
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