Disclosure

Privacy Policy:

We at Championship Financial Advisors continue to be strongly committed to protecting your privacy. Consistent with recent legislation, we have adopted a more formal privacy policy to continue to protect financial information that we may receive about you or about our other clients or customers. This Privacy Notice outlines the conditions under which it may be necessary for us to disclose nonpublic personal information about you to third parties. Our privacy policy applies to both current and former clients and customers of Championship Financial Advisors

Information We Collect

We collect nonpublic personal information about you from the following sources.

  • Information we receive from you on applications or other forms or through our web site;
  • Information about your transactions with us, our affiliates, or others; and
  • Information we receive from third parties such as consumer reporting agencies.

Confidentiality and Security

We restrict access to nonpublic personal information about you to our employees who work with that information to help us provide products or services to you. Our employees agree to follow our privacy policy. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Disclosure

We may disclose all of the information we collect to non-affiliated third parties for the purpose of assisting us in providing financial products and services. These non-affiliated third parties must agree to adhere to the same privacy practices outlined in this Customer Privacy Notice with respect to your information that they may receive from us.

We do not disclose your nonpublic personal information to anyone else, except as permitted by law.

Anti-Money Laundering Requirements for Opening a New Account

 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 other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

We are required to verify the information or documents you provide us. Until you provide and we have verified the information or documents we need, we may not be able to open an account or effect any transactions for you.
 
     
     
  copyright 2005 by www.championshipfinancial.com