This Privacy Policy describes how we protect your personal and financial information that we collect in the course of providing our financial services. The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and Income
- Employment and Residential Information
- Account Money and Security Balances
- Transaction Detail History
- Investment Objectives, Goals, & Risk Tolerance
- Credit History and Credit Scores
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 — 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 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. Bluerock will provide notice of our privacy policy annually as long as you maintain an account with us. Bluerock reserves the right to make changes to this policy. You can always review our current policy by contacting us for a copy.
Bluerock does not sell or rent personal information to any third party.