PRIVACY DISCLOSURE DOCUMENT
In June of 2000, the Securities and Exchange Commission (“SEC”) released Regulation S-P, a rule intended to protect the privacy of nonpublic financial information about individuals. Regulation S-P requires broker-dealers, investment companies, and registered investment advisors to adopt privacy policies governing their collection and use of nonpublic personal information about individuals, to inform certain individuals of their privacy policies, and to offer those individuals the opportunity to “opt out” of certain types of information sharing. Compliance with Regulation S-P became mandatory as of July 1, 2001.
Webb Financial Group LLC’s priority is to protect your privacy.
To conduct regular business, we may collect nonpublic personal information from sources such as:
• Information reported by you on applications or other forms you provide to us.
However, Webb Financial Group LLC does not share or disclose any nonpublic personal information about its current or former clients. All information will remain confidential.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.
Information Safeguarding
Webb Financial Group LLC will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we do maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
7900 Xerxes Avenue South, Suite 1920, Bloomington, Minnesota 55431 |