Keeping client information secure is a top priority at True North Financial, LLC. This document outlines our privacy policy and how we protect and use the data you provide to us.

Your Personal Information

The personal information clients provide to us is collected solely for the purpose of providing clients with the True North Financial, LLC services. This information is protected by True North Financial, LLC by maintaining physical, electronic and procedural safeguards.

Personal information we collect about you comes from one or more following sources: paper application, faxed application, web application, electronic file transfer, or online enrollment via API. Personal information collected includes, but is not limited to: name, address, city, state, zip, telephone numbers, social security number, date of birth, gender, bank account information, credit card information, or any information gathered during a call with our representatives.

We may disclose any or all of this information based on business need only, to our affiliates, service providers, third party service providers, provider networks and other suppliers of products and services to True North Financial, LLC clients.

True North Financial, LLC will maintain client information even after relationship is terminated for any reason. This information will be protected in the same manner as that of an active client. A client may request in writing at any time after discontinuing the relationship to remove the information from our file.

Sharing Information with True North Financial, LLC affiliates and Service Providers

True North Financial, LLC will share client information with its affiliates, related companies and service providers to the extent it is necessary to provide services to that client. Unless otherwise permitted by law, True North Financial, LLC will not share with these parties any information it collects that is not needed by these parties to provide the services to the client. These organizations are not authorized to use client information for any purposes other than for True North Financial, LLC business.

Sharing information with Third Parties or Service Providers not affiliated with True North Financial, LLC

True North Financial, LLC will not share, sell or otherwise disclose to any third parties not affiliated with True North Financial, LLC client information collected by True North Financial, LLC. This includes other service providers and marketing organizations not directly related to providing and managing services to the client.

True North Financial, LLC Commitment to Clients

Keeping our client information secure and using it only as needed for business reasons to provide services to our clients is a top priority to True North Financial, LLC. We will safeguard, according to strict standards of security and confidentiality, any information provided to us by our clients. We will permit only authorized employees who are trained in the proper handling of client information to have access to that information.

We will not reveal client information to any external organizations (other than affiliates and service providers mentioned above), unless the client specifically authorizes us to do so or as required by law. We will always maintain control over the confidentiality of our client information. Whenever we hire other organizations to provide support or services to True North Financial, LLC, we will require them to conform to our privacy standards and allow us to audit them for compliance. We will attempt to keep client files complete and up to date and accurate. A client can contact us at any time during business hours to correct or update any information.