The information we collect
We obtain nonpublic personal information about you such as your name, address and social security number from information we receive on applications and other forms you provide to us, as well as from your shared dealings with Centaurus Financial, Inc., other professional services such as attorney’s, accountants and other business and financial personnel. We also receive information about your transactions, such as the purchase and redemption of fund shares, balances and transactions from a variety of sources. As your Financial Advisor and Coach we often obtain VERY private information about you, your investments, your health and many other VERY personal things about you, your family and your life in order to provide complete service to you and your family needs.
Sharing of Nonpublic Personal information with affiliates
We consider your Nonpublic information to be private and confidential. We may share SOME but not necessarily ALL of this information with our affiliates so that we may process and service your transactions and financial needs, but no more than needed to complete the desired transactions and process your specific applications.
Sharing of Nonpublic Personal information with Third Parties
We will NOT share, distribute or sell nonpublic personal information about you or any former customer to any party except as required by law or permitted by laws enacted to protect your privacy. We do NOT provide ANY information about you, your name, address, phone or e-mail addresses with anyone, for any reason, without your specific written approval ahead of time.