|
THE VALLEY FORGE ENTERPRISES, LTD. PRIVACY POLICY
This policy statement is being provided on behalf of Valley Forge Enterprises, Ltd. and the following of its subsidiaries:
Valley Forge Consulting Corporation
V.F. Associates, Inc.
VF Investment Services Corp.
In this policy statement, Valley Forge Enterprises, Ltd. and the above-named subsidiaries are referred to, collectively, as "VFE Affiliates", "us", "we", or "our".
In this policy statement, clients of any of the VFE Affiliates, and other individuals with respect to which we obtain Non-Public Personal Information, are referred to as "you" or "your".
In this policy statement, "Non-Public, Personal Information", or simply "private information," refers to all information about an individual which we obtain in connection with providing a financial service or financial product and which is not available from public sources.
PROTECTING YOUR PRIVACY IS A TOP PRIORITY OF OUR FIRM
As part of our retirement plan administration, insurance, and investment services, we obtain private information. We receive private information directly from you on applications, client profile questionnaires and other forms. Your private information also includes information about your transactions with us, and private information that you have authorized others to provide to us.
Simply stated, we do not sell your private information to anyone.
We do not disclose your private information to anyone, except upon your request or as permitted or required by law.
We maintain physical, electronic, and procedural measures that protect your private information.
We share your private information outside the company only as authorized by you or for a specific business purpose of which you are aware.
The law permits us to share your private information among our affiliates. However, we restrict access to your private information to authorized individuals who need to know this information to provide services and products to you. For example, the law permits us to disclose, and we do disclose, private information to companies (e.g. insurance companies, investment advisory firms, asset custodians, and broker / dealer firms) that help us to process transactions on your behalf or that help us to provide the services that you have engaged us to provide.
The law also permits us to share this information with companies that perform marketing services for us, or other financial institutions that have joint marketing agreements with us. We do not currently have any such arrangements, nor do we contemplate entering into any such arrangements. Should we ever consider entering into such an arrangement, you will first be provided with an "opt-out" form whereby you may specifically prohibit us from sharing your non-public personal information.
You do not need to call, or do anything, as a result of this notice. It is meant to inform you of how we safeguard your private information. You may wish to file this notice with your important financial papers.
We highly value our relationship with you, and we will strive to maintain your trust and confidence.
Should you have any questions regarding our Privacy Policy, please contact your VFE account executive at (484) 367-4444.
|