WHAT DOES SENTINEL ADVISORY GROUP DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and date of birth
- Account number, account balances and transactions
- Net worth, assets, income and investment experience
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons SENTINEL ADVISORY GROUP chooses to share; and whether you can limit this sharing.
