Privacy of Personal Financial Information
Obtaining Personal Information
In establishing a brokerage account, Conifer Securities obtains certain personal information about you which allows Conifer Securities to provide you with brokerage and related services. Generally Conifer Securities obtains information from the following sources:
Sharing Personal Information
In certain limited circumstances, Conifer Securities reserves the right to disclose your non-public personal information to third parties, including:
Limiting the Sharing of Information
Conifer Securities reserves the right to disclose your non-public personal information to third parties as is necessary to provide services to you and as otherwise permitted or required by law. You may elect, however, to limit the information we share about you to third parties by instructing Conifer Securities to share non-public personal information about you with any non-affiliated third party that may utilize the information other than to carry out the purposes for which Conifer Securities has disclosed the information. You may exercise this option by calling: (800) 521-2424.