Moreton Financial Solutions' Privacy Policy

Moreton Financial Solutions, LLC, respects your right to privacy.  We have always been committed to secure the confidentiality and integrity of your personal information. We are proud of our privacy practices and want our current and prospective customers to understand what information we collect and how we use it. We only use information about you and your account to help us better serve your investment needs or to suggest services or educational materials that may be of interest to you.

Why we collect your information:
We may collect the following types of ‘nonpublic personal information’ about you:

  • know who you are and thereby prevent unauthorized access to your information,
  • design and improve the products and services we offer, and
  • comply with the laws and regulations that govern us.

What information we collect:
We gather information about you and your accounts so that we can:

  • information about your identity, such as your name, address, and social security number;
  • information about your transactions with us; and
  • information we receive from you on applications, such as your beneficiaries or income.

What sources we use to obtain your information:
We collect nonpublic personal information about Moreton Financial Solutions, LLC, clients such as you from the following sources:

  • information we receive from you on applications or other forms;
  • information about your transactions with us, our affiliates, or others, and
  • information we collect via a web server, if you visit our web site. This information, often referred to as a cookie, indicates where a site visitor has been online and what has been viewed.

What information we disclose:
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. Moreover, we will not release information about our customers or former customers unless one of the following conditions is met:

  • we receive your prior written consent,
  • we believe the recipient to be you or your authorized representative, or
  • we are required by law to release information to the recipient.

Moreton Financial Solutions Customer Identification Program Notice
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and identification number. For a non-citizen the identification number would include the taxpayer identification number, passport number, and country of issuance, alien identification number, or government-issued identification showing nationality, residence, and photograph of you. We may ask to see your driver's license or other identifying documents. A corporation, partnership, trust or other legal entity may need to provide other information, such as its principal place of business, local office, employer identification number, certified articles of incorporation, government-issued business license, a partnership agreement or a trust agreement.

Confidentiality

We maintain strict physical, electronic, and procedural safeguards to guard your personal account information.

We also restrict access to your personal and financial data to authorized Moreton Financial Solutions, LLC, associates who have a need for these records.

We require all nonaffiliated organizations to conform to our privacy standards and are contractually obligated to keep the information provided confidential and used as requested.

Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive.

We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations, and all applicable laws.