- Information we receive from you on Applications, Subscription Agreements and Other Forms
- Social Security number and Income
- Employment and Residential Information
- Email Address
- Bluerock Website Passwords
- Account Money and Security Balances
- Transaction Detail History
- Age, Marital Status, Employment History, Dependents
- Investment Objectives, Goals, & Risk Tolerance
- Credit History and Credit Scores from third parties
Bluerock does not disclose any nonpublic information about our customers or former customers to anyone, except as permitted or required by law. For example, we disclose information, as permitted by law, to our affiliates for everyday business purposes. We may disclose your personal information to non-affiliated service providers who perform business functions on our behalf — the actions necessary by financial companies to run their business and manage customer accounts, such as processing transactions, mailing, and auditing services, providing information to credit bureaus, responding to court orders and legal investigations. These companies are required to sign strict confidentiality agreements with Bluerock. In addition, we disclose information, as permitted or required by law, to governmental and regulatory agencies such as the Securities and Exchange Commission (“SEC”) and the Internal Revenue Service (“IRS”). We will make disclosures to comply with a legal summons, court order, subpoena or similar legal process, fraud investigation, audit or examination. Finally, we are permitted to disclosure information if you have provided your written consent.
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings as well as programs to detect, prevent and, as necessary, respond to attacks or unauthorized access to confidential information. Messages and information over the internet may not be secure. Please consider the security of your personal or confidential information when communicating over the Bluerock website.