Privacy Policy | Net Worth Advice Group
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Privacy Policy

 

 

 

 

3.3.7 Privacy Policy
Regulation S-P and the Federal Trade Commission Privacy of Consumer Financial Information; Final Rule requires that Advisors maintain a privacy policy to ensure that nonpublic client/investor data be subject to adequate controls and security. In connection with this Regulation, the Advisor is required to distribute a privacy statement at the time of initial investment, and no less than annually thereafter to clients/investors.