Privacy Notice

$ound View Financial Services: Privacy Statement $ound View Financial Services takes your privacy very seriously. We have always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by current and prospective clients. We are proud of our privacy practices, and we want you to know how we protect your information and how we use it to service your account. Client Information First and foremost, we do not sell lists of our clients, nor do we disclose client information to marketing companies. We collect and maintain only information necessary for us to provide the services requested by you and to administer your business with us. While we sometimes must collect medical information to provide you a product we do not use or share it, internally or externally, for any purpose except the following; underwriting insurance; administering your policy, account, or claim; as required or permitted by law; or as otherwise authorized by you. Maintenance of Accurate Information We strive to maintain accurate, up-to-date client records in accordance with industry standards. Procedures have been established to keep information current and complete. These procedures include responding to requests to correct information in a timely manner. Disclosure of Our Privacy Policy We recognize and respect the privacy concerns of potential, current and former clients, and we are committed to safeguarding nonpublic personal information. As a member of the financial services industry, we are sending you this notice for informational purposes and will update and distribute it as required by law. We thank you for your business, but most of all, we cherish your trust. Nancy Kaye


Securities offered through LPL Financial, member FINRA/SIPC