Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
- Information you provide in the subscription documents and other forms (including name, address, social security
number, date of birth, income and other financial-related information); and
- Data about your transactions with us (such as the types of investments you have made and your account status).
How We Use Your Information That We Collect
In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors, and our legal advisor.
Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder.
Confidentiality and Security
financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
If you have any questions regarding this privacy notice, please contact us.
Beyond Balanced Financial Planning
Attn: Crystal Rau, CCO
PO Box 1631
Midland, TX 79702