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We are committed to respecting your privacy and value your trust. |
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| First Choice Brokerage |
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This Website is operated by First Choice Brokerage. We are committed to respecting your privacy and value your
trust. We do not sell information about you. We do not share your information for marketing purposes without your
consent with anyone other than our subsidiary affiliates. This Privacy Notice tells you what information we collect,
how we use it and how we protect it.
At First Choice Brokerage, we have worked diligently to build our reputation for delivering dedicated,
professional service to our professional advisors and our clients. In achieving that goal, we have relied on our
account information database as an important resource to help us provide our producers and clients with timely and
personalized support and attention.
At the same time, we are highly cognizant of the importance our clients place on their personal privacy. It is for
that specific reason that all client information is kept under strict security standards to prevent unauthorized
access to personal information. To further emphasize our commitment to our clients, we have developed the following
privacy principles in accordance with the guidelines established by regulatory agencies:
| First Choice Brokerage Respects Your Privacy |
First Choice Brokerage fully recognizes and respects the privacy expectations of its clients and has taken the
steps necessary to ensure the privacy of client information. This Notice covers client information, as described below,
about our clients and our clients' current or former relationships with First Choice Brokerage. We will give
you advance notice if we change these principles.
| The Information We Collect |
First Choice Brokerage collects, retains and uses information about clients only where we reasonably believe
it would be useful in providing products and service to our clients. We collect non-public, personal information
about you from the following sources: a) information we receive from you on applications or other forms;
b) information about your transactions with us, our affiliates, or others; and
c) information we receive from a consumer reporting agency.
| Maintenance Of Accurate Information |
First Choice Brokerage has established procedures to ensure that our clients' non-public, personal information
is accurate, current and complete in accordance with reasonable commercial standards. First Choice Brokerage responds to requests to correct inaccurate information in a timely manner. Any inquiries regarding the accuracy
of any information received from First Choice Brokerage should be directed to our attention at
www.firstchoicebrokerage.com
or 949-223-8900 (California) or 239-263-8100 (Florida).
| Limiting Employee Access To Information |
First Choice Brokerage limits access to client information to those employees with a business reason for knowing
such information. First Choice Brokerage educates its employees so that they understand the importance of
confidentiality and client privacy. In addition, First Choice Brokerage takes appropriate disciplinary measures
to enforce employee privacy responsibilities.
First Choice Brokerage maintains physical, electronic and procedural safeguards that comply with federal
standards to guard your non-public, personal information from unauthorized access.
| Restrictions On Information Sharing |
First Choice Brokerage does not disclose information to unaffiliated third parties for their independent use,
except for the exchange of information with reputable consumer reporting agencies to maximize the accuracy and security
of such information or in the performance of bona fide corporate due diligence, unless: a) the information is provided
to help a client initiate a transaction; b) the client requests it; or c) the disclosure is required by law
(i.e., subpoena, investigation of fraudulent activity, regulatory reporting requirements, etc.).
We may disclose all of the information we collect, as described above, within various departments of First Choice Brokerage. We may also disclose this information to others, with your consent. Any persons or companies
with whom we share information are required to safeguard that information and they are permitted to use this
information only for the purposes of providing the First Choice Brokerage services that they perform for you
and your accounts.
| Disclosure Of Privacy Principles To Clients |
First Choice Brokerage has made available these privacy principles on our website at
www.firstchoicebrokerage.com
and our offices.
By adhering to its stated client privacy principles, First Choice Brokerage believes that it is in an
unparalleled position to provide its clients with not only one of the highest degrees of quality service, but
uncompromised confidentiality as well.
These privacy principles are intended to provide guidance, and as such, we reserve the right to change these
principles. They do not constitute a contract, create legal rights, or supersede any preexisting agreements with
clients.
If you have any questions concerning our Privacy Notice or would like information on any of our financial services,
please visit our offices or call us at 949-223-8900 or 239-263-8100. |
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New to First Choice Brokerage?
Take a look at the resources available to First Choice Members. |
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