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Commercial Finance Help, Inc. respects and enforces the privacy
expectations of our clients and potential clients. This notice discusses
what kinds of information we collect about our clients and how this
information may be disclosed to third parties who may or may not be
affiliated with Commercial Finance Help, Inc.
Collection of Information
Commercial Finance Help, Inc.'s main purpose in collecting information
from clients and potential clients is for communication. However,
personal non-public information is required for several of our products:
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Self-Directed IRA and Commercial Finance Help, Inc.
401(k) contracts and related
forms, which include a customer's name, address, social security
number, information about the existing retirement accounts a
customer holds, and information about a customer's investment goals;
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Retirement account history, including information about the
transactions and balances in a customer's accounts; and
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Correspondence, written, telephonic or electronic between a customer
and Commercial Finance Help, Inc. or
service providers to Commercial Finance Help, Inc. .
Disclosure of Client Information
We do not sell your personal information to anyone. We do not disclose
personal information to third parties who are not affiliated with
Commercial Finance Help, Inc. , unless one or more of the following
circumstances exists;
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As Authorized - if you request or authorize the disclosure of the
information (either directly to your account representative at
Commercial Finance Help, Inc. and
to the custodian of any self-directed Individual Retirement Account
that you may set up as part of your contract with Commercial Finance
Help, Inc. , or through Commercial Finance Help, Inc. 's
Professional Network).
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As Permitted by Law - for example, sharing information with
companies who maintain or service customer accounts for Commercial
Finance Help, Inc. is
permitted and is essential for us to provide clients with necessary
or useful services with respect to their accounts. Furthermore, we
may disclose or report personal information, such as account and
transaction data, where we believe in good faith that disclosure is
required or permitted under law (e.g., to cooperate with regulators,
receivers, or to resolve client disputes).
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Outside Counsel – Commercial Finance Help, Inc.
products/contracts generally
include consultation with outside counsel. Your information will be
available to the outside counsel in order to facilitate prompt
communication and completion of your contract.
Security of Client Information
We train our staff to safeguard personal information of our clients, and
they are required to use such information for business purposes only.
Commercial Finance Help, Inc. maintains
the following policies and procedures regarding privacy with its staff:
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Sensitive information stored electronically in our databases, such
as Social Security Numbers, Birth Dates, Credit Card Numbers, etc .
. . is encrypted. Access to this information is controlled.
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Paper files containing sensitive information are kept in secure
areas where access is closely controlled and monitored.
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Staff receives training on the types of information we can and
cannot disclose to individuals and/or organizations outside
Commercial Finance Help, Inc.
Questions
Privacy and Security are very important to Commercial Finance Help, Inc.
. Maintaining privacy and security means not disclosing specifics on all
our internal practices. Should you have any questions, feel free to
contact us.
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