Bridgeview Capital Advisors, Inc.
The following material is important privacy information for customers of Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. considers the privacy of its customers or former customers to be a matter of utmost importance. We believe that any personal customer data provided to us should be treated with the highest level of regard for the confidentiality of personal and financial information.
Bridgeview Capital Advisors, Inc., as a Registered Investment Advisor and Insurance Producer (dba Bridgeview Insurance Services) collects information from you on forms and applications, and through electronic media from some individual customers. Bridgeview Capital Advisors, Inc. also collects information about your transactions within your accounts from investment and insurance companies with whom we do business, and others.
Non-public, personal information may include names, addresses, telephone and fax numbers, e-mail addresses, Social Security numbers and other account information.
Bridgeview Capital Advisors, Inc. does not disclose any non-public personal information about you to anyone, except as permitted by law. Examples of this include releasing information to regulatory agencies such as the Securities and Exchange Commission and the Internal Revenue Service who may legally require Bridgeview Capital Advisors, Inc. to provide them with customer information.
If you decide to close your account(s) or become an inactive customer, Bridgeview Capital Advisors, Inc. will adhere to its privacy policies and practices as described in this notice.
Employee Access to Information
Bridgeview Capital Advisors, Inc. restricts access to your personal and account information to those employees who need to know that information to provide products or services to you.
Bridgeview Capital Advisors, Inc. maintains physical, electronic and procedural safeguards to guard your non-public personal information.
For More Information
If you have any questions or concerns about the privacy of customer information at Bridgeview Capital Advisors, Inc., please contact us at (916) 235-6857, Monday through Friday, between the hours of 8:00 AM and 5:00 PM Pacific Time.
This policy is effective September 30, 2005.