Information We Collect
SouthCol collects personal information as part of our relationship with you, to provide client services and fulfill legal and regulatory requirements. The type of information SouthCol collects may include:
- Information SouthCol receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide SouthCol directly about your personal finances or personal circumstances or which SouthCol may receive from brokerage statements or other information you authorize SouthCol to receive.
Information Disclosed in Administering Products and Services
SouthCol will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. SouthCol does not sell any personal information about you to any third-party. SouthCol will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
SouthCol has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, SouthCol maintains physical, electronic and procedural safeguards to guard your non-public personal information.