Broker/ dealers and investment advisers, like all providers of personal financial services, are now required by law to inform their customers of their policies regarding privacy of nonpublic personal information.
We want you to know that we are committed to the protection of your privacy.
We collect nonpublic personal information about you from the following sources:
We reserve the right to disclose and will disclose all or any part of the nonpublic personal information that we collect about you to your current spouse to the extent your spouse requests it.
You have the right to opt out of any disclosure of your nonpublic personal information to your spouse by checking the box on the attached Personal and Financial Information Request Form, signing and printing your name and returning the completed form to us in the enclosed reply envelope. If you do opt out of disclosure to your spouse, we will not share any of the nonpublic personal information we collect about you with your spouse. Your opt out request will apply to all tax reports, account balances and transaction histories and will cover all products and services that we have provided to you.
Except for disclosure to spouses of our customers as described above, we do not disclose any nonpublic personal information about our current or former customers to anyone except as permitted by law.
We restrict access to nonpublic personal information about you to use by our employees for the specific purpose of providing products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Securities products and services offered by H&L Equities, LLC, member FINRA/SIPC. REIT Funding, LLC and H&L Equities, LLC are separate but affiliated entities.