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   PRIVACY POLICY

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2011 PRIVACY NOTICE REGARDING CLIENT PRIVACY


Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect and use information about you and the steps that we take to safeguard that information. This notice is provided to you on behalf of TCS Financial Services.

Information We Collect:

In connection with providing financial advice, investment products, or other services, we obtain non-public information about you including:
  • Information we receive from you on applications
  • Information involving medical history and/or conditions
  • Information about your transactions with us or others, including your financial advisor

Information We Disclose:

We will not disclose information regarding you or your account with us, except under the following circumstances:
  • To your authorized agent and/or his manager or supervisor
  • To establish or maintain a policy / account with an unaffiliated third party, such as an insurance broker or insurance company;
  • To government entities or other third parties in response to subpoenas or other legal process as required by law;

Our Security Policy:

Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. We maintain physical and procedural security measures to safeguard confidential client information.

Closed or Inactive Clients:

If you decide to allow your policy to lapse or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Complaint Notification:

Please direct any complaints to: TCS Financial Services, P.O. Box 4328 Greensboro, N.C. 27404-4328, 877.827.4685

Changes to This Privacy Policy:

If we make any substantial changes in the way we use or disseminate confidential information we will notify you.