Our Commitment to Your Privacy
Atomi Financial Group, Inc. DBA Alternativ Wealth has a standing policy of protecting the confidentiality and security of information we collect about our clients and prospective client contacts. We will not share nonpublic information about you (“Information”) with third parties, outside of the professionals we work with, including our attorneys, accountants, and financial advisors, etc., and the professionals you work with, including your attorneys, accountants, and financial advisors, etc. (collectively, your “Professional Advisors”), to the extent necessary for them to assist with your representation.
Why We Collect and How We Use Information
We limit the collection and use of information to the minimum we require to deliver superior service to your Professional Advisors, and you. Such service includes debriefing, analysis, planning, implementation, management, etc., and administering our business.
How We Gather Information
We get most Information directly from you or your Professional Advisors, from your responses to our requests for information, from your tax returns, and from various other sources as part of our due diligence investigations. You may also periodically send us information for purposes of certain transactions or for management purposes. This information may be collected in person or electronically. We may verify this information or get additional information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, avocations, or other personal characteristics, as well as transactions and interactions with or through your Professional Advisors, us or others.
How We Protect Information
Disclosure of Information
We may disclose any Information to or as directed by your Professional Advisors or when we believe it necessary for the conduct of our business, or where disclosure is required by law. For example, Information may be disclosed for audit purposes, to our attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help us prevent fraud. In addition, we may disclose Information to third party service providers (i) to enable them to provide business services for us or your Professional Advisors, such as performing computer related or data maintenance or processing services for us or your broker or investment advisor, (ii) to facilitate planning and transactions on your behalf, (iii) to assist us in creating new structures and transactions, etc., for your use or the use of your Professional Advisors, or (iv) for credit review and reporting purposes. Except in those specific, limited circumstances, without your consent, we will not make any disclosures of Information to other companies who may want to sell their products or services to you. For example, we do not sell your name to a catalogue company or telemarketer. It is our policy to require all third parties other than your Professional Advisors, which are to receive any Information to sign strict confidentiality agreements.
To Whom This Policy Applies
Access to and Correction of Information
If you desire to review any file we may maintain for your personal information, please contact us. If you notify us that any Information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.