The Service is designed to help you assess your current financial situation, identify your financial goals, and prepare a basic financial plan to achieve those goals. In undertaking this important task, The Meridian Business Group Ltd. (“Meridian”) is committed to protecting your privacy. We want you to be able to take advantage of all that we have to offer with complete confidence.
Be assured that we will protect your privacy. Under no circumstances will Meridian sell or share any personal information about you to or with any person or organization for promotional purposes unless you authorize it or as may be required by law process, warrant, subpoena or court order.
What information do we collect and how do we use it?
In order to give you the most appropriate investment advice, we need certain personal information about you, your current financial situation, your future investing plans, and your financial planning goals. If you choose, you may also include similar information for your partner. This information helps us in providing advice to you that is tailored to helping you achieve your financial planning goals. The specific contact information, in addition to other information, we ask for about you and, if applicable, your partner may include:
- Date of Birth
- E-mail address and mailing address
- Phone number
- Current salary
- Account balance(s), including debts
We may also gather information on your on-line activity. Suck information is not personlly identifiable, and may include the type of browser you are using, your screen resolution, and your country.
Who provides us with your non-public personal information?
Typically, you supply all the information we will need.
Do we disclose your personal information?
We will not make personal information gathered from you available to third parties or anyone outside of Meridian for promotional use at any time unless we have authorization from you or are required to do so by law.
If you become a “former” customer, we will continue to refrain from providing your non-public personal information to anyone outside of Meridian.
How is your personal information protected?
We recognize that your personal information is very sensitive, and protecting the privacy of this information is a top priority for us. Because of this, we use Secure Sockets Layer (SSL) protocol to protect any sensitive information you provide to us. To further guarantee the protection of this sensitive information, we have developed procedures designed to protect the confidentiality, security, and integrity of your private information. This includes limiting access to the database and our clients’ information to only those employees of Meridian who need such access. This access is generally necessary only when maintenance of the database is required.
How do you control or change your information?
You may change or edit any information you have provided to us at any time by logging into your account and updating this information online. Keep in mind that if you change your personal information, the financial planning advice that was previously provided to you may no longer be appropriate. So, any changes to your information may result in a new set of financial planning recommendations.
Material changes to this Policy may occur from time to time. If they do, we will provide a notice to the e-mail address you have supplied to us. We will also alert you of any changes prominently on our homepage.
Overnight mail or U.S. mail:
The Meridian Business Group
7612 West North Avenue
Elmwood Park, Illinois 60707
Fax: (708) 452-9275