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Privacy is the confidentiality you expect when sharing important personal information. Our Privacy Policy is governed by the Gramm-Leach-Bliley Act of 1999 with respect to the following:
*Information we receive from you on applications, worksheets, and other documents
*Information about your transactions with us and our affiliates
*Information we receive from a consumer-reporting agency
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Please be advised that the use of the internet is not a fully secure system and while we accept non-financial data through email as well as questions, we cannot guarantee the confidentiality of information that is sent via email. We strongly discourage you from sending any private or confidential information in an email.
The success of Central Coast Capital relies on the trust of our clients and we hold our responsibility to your privacy very high on our list of priorities.
If you request or require a Nondisclosure Agreement, we can offer our standard agreement or we'll be happy to sign one provided by you.
If you have any questions about this policy, please do not hesitate to contact us.
Central Coast Capital (510) 645-9046
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