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Compas, Inc. takes your privacy very seriously. We share a commitment to protect your privacy and the confidentiality of your personal and financial information.
As providers of products and services that involve compiling personal-and sometimes, sensitive-information, protecting the confidentiality of that information has been, and will continue to be, a top priority throughout Compas, Inc. We believe that you should know about the information we collect, the measures we take to safeguard it, and the situations in which we might share information with select business partners. This notice explains how Compas, Inc. handles-and protects-the personal information we collect.
Our privacy promise derives from basic principles of trust, ethics and integrity:
1. We collect only the customer information necessary to consistently deliver responsive products and services.
Compas, Inc. collects information that helps serve your financial needs; provide high standards of customer service; develop and offer new products or services for our customers and potential customers; and fulfill legal and regulatory requirements.
2. We maintain safeguards to ensure information security.
We have implemented security standards and processes-including physical, electronic and procedural safeguards-to ensure that access to customer information is limited to employees, registered representatives or agents who may need it to do their job. They are required to respect the confidentiality of all customer information.
3. We limit how, and with whom, we share customer information.
First and foremost, we do not sell lists of our customers, nor do we disclose customer information to marketing companies outside of Compas, Inc.
In some cases, we may share information we collect-for example, name, address, age, and Social Security number-with other Compas, Inc. businesses such as our securities broker-dealers
Furthermore, as permitted by federal and state laws, we may share or exchange information with companies engaged to work with us, such as:
- Third-party administrators and vendors hired to effect, administer or enforce a transaction that you request or authorize; to develop or maintain software; or to perform marketing research.
- Financial services entities, such as banks, credit unions, credit union service corporations, insurance companies, or securities broker-dealers, with which we have joint marketing agreements; and vendors who provide us with demographic information to develop marketing plans.
- Reputable consumer reporting agencies in connection with your application or renewal of insurance coverage.
We uphold these privacy principles throughout Compas, Inc. and with our business partners. Companies with which we share customer information are required to maintain the confidentiality of that information.
We will reaffirm this policy annually in writing, as long as you maintain an ongoing relationship with Compas, Inc.. While this policy may change from time to time, you can always review our current policy online at www.compas.com.
In this notice of our Privacy Promise, the words "you" and "customer" are used to mean any individual who obtains or has obtained a financial product or service from Compas, Inc. that is to be used primarily for personal, family or household purposes.
What information does Compas, Inc. collect from Web sites?
Compas, Inc. may collect information on an individual basis on areas of our Web site that require visitors to logon using an ID and password. We may collect the following data:
- How many people visit our Web site
- The pages they visit and the features they use
- How long they stay on our Web site
- The Web site people come from before reaching our Web site
We store a cookie on your computer when you use our online application, CMS (Client Management System). A cookie is a tiny piece of information that is required to create and maintain a secure session. Our cookies let you request information and do business online. Our cookies do not have confidential or personal information. Our cookies do not track a user after leaving our Web site.
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