Privacy Policy

Overview

Protecting the privacy and security of your personal information is a top priority for Partnervest. This Privacy Notice describes the privacy practices of Partnervest Financial Group LLC and its affiliates, collectively known as Partnervest.

Highlights

  • Your non-public personal information is confidential.
  • Information security is a priority at Partnervest.
  • We do not share your non-public personal information with outside parties except as necessary to service your account and as permitted or required by law.
  • We do not sell information to third parties.

How We Gather Your Non-Public Personal Information

You may provide non-public personal information when communicating or transacting with us in writing, electronically, or by phone. For instance, information may come from applications, requests for forms or literature, and your transaction and account positions. On occasion, such information may come from consumer reporting agencies and those providing other services to us.

What Non-Public Personal Information We Gather

In the course of doing business with Partnervest, you share personal and financial information with us such as income, social security number, asset and account information. We treat this information as highly confidential and are committed to protecting the privacy and security of it.

What Non-Public Personal Information We Share

We only share information about our customers within the Partnervest family of companies and with certain third-party service providers that assist us in servicing your accounts. All third-party service providers are required to protect the privacy of your information. We do not sell information about current or former customers to third parties. When you are no longer our customer, we continue to share your information as described in this notice. In the event that your Investment Advisor Representative (“Representative”) leaves Partnervest, we may share your personal information with the Representative and his/her new firm in order to facilitate the transfer of your accounts and allow for continued service by your Representative.

How We Protect Your Non-Public Personal Information

To protect your personal information from unauthorized access and use, we use security measures that include computer safeguards and secured files and buildings. We also enforce our code of ethics to insure that your personal information is held in confidence.  

Questions

For question please contact Partnervest Client Services at clientservices@partnervest.com or 888-991-9969 Option 2.

 

Partnervest Advisory Services, LLC, 360 S. Hope Avenue, C-210, Santa Barbara, CA  93105 ● P.O. Box 1902, Santa Barbara, CA  93102-1902

Direct Line: (888)991-9969 ●  Fax: (805)966-1299

www.partnervest.comclientservices@partnervest.com