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Our Customer Information Privacy Policy

At Integrity Financial, L.L.C., our mission is to meet the financial needs of our customers. Our Customer Information Privacy Principles serve as standards for all Integrity Financial employees for collection, use, retention, and security of individual customer information.

• We respect the privacy of our customers and are committed to treating customer information responsibly.
• We collect, retain, and use customer information for legitimate business purposes.
• We limit the amount and type of customer information we collect, retain and use to that which we believe is appropriate to establish and manage customer accounts, understand customer needs, provide customer services, offer new products and services, and comply with legal and regulatory requirements.
• We strive to maintain the accuracy of customer information.
• We respond promptly when a customer tells us his or her information is not accurate.
• Our employees are responsible for protection of customer information.
• It is the responsibility of each Integrity Financial employee to comply with our Customer Information Privacy Principles policies and procedures.
• We limit the internal disclosure of customer information.
• To provide you with superior service and inform you of product opportunities and for other business purposes, the companies affiliated with Integrity Financial may share information about you and your products and services among themselves. However, we share information only where it is a) required to complete your transaction and b) permissible by law.
• We limit the external disclosure of customer information. We do not disclose customer information outside the Integrity Financial affiliates, except:
• to conduct our business (for example, in connection with completing customer transactions, transferring customer accounts, or sharing information with credit reporting agencies or similar information reporting agencies, persons verifying account status, or persons providing services for us);
• when we suspect fraud or are otherwise required or permitted to do so by law or regulation (if we receive a subpoena or similar legal process demanding release of any information about you, we will generally attempt to notify you before we comply with the request unless we believe we are prohibited from doing so);
• when a customer requests or gives us permission to do so, or to make available products or services we believe may be of interest to our customers.
• we expect the companies we either retain to provide services for us or select to offer services or products to our customers also respect the privacy of our customer information.
• We provide our customers access to our privacy principles.
• These privacy principles are effective as of Jan. 1, 2001 and may be modified from time to time.

If you have any questions regarding these privacy principles, do not hesitate to contact us!