Edmond Financial Group Incorporated (EFG) is committed to maintaining the confidentiality of our clients’ information. We promise that we will protect your confidential information as set forth in this Privacy Statement.
Personal Information We Record
We collect and retain only the information required to help us understand your financial needs, to develop and manage your financial plan and/or to provide to you the products and services that we recommend and/or that you request.
We understand that you expect the personal information you have entrusted to us to be handled with great care. We do not disclose any non-public personal information about our clients, former clients or prospective clients, to anyone, except as necessary to provide services, or as otherwise permitted or required by law.
Our online forms may request or require you to provide a return email address. This information is used only to respond to any requests by you for further information, or to provide you with future online services. We do not sell, share, license, or otherwise distribute client email addresses.
Non-Personal Information Record Through Our Website
If you do nothing during your visit to our website but browse, read pages or download information, our website’s server will automatically record some general information about your visit including:
- The Internet domain for your Internet service, such as “xcompany.com”
- The type and version of browser that you are using.
- The type of operating system that your device uses.
- The date and time you visited our site, and the webpages that you visited on our site.
- The address of the previous website you were visiting and if you linked to us from another website.
We use this information for statistical analysis, to help us make our site more useful to our visitors. This tracking system does not record information about individual visitors.