NOTICE OF PRIVACY/WRITTEN INFORMATION SECURITY PROGRAM (PRIVACY NOTICE) of BLUEPRINT INVESTMENT PARTNERS LLC
This is for your information only. No action is required on your part.
“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service or product to you.
What Information Do We Collect?
In order to fulfill our obligations to you, we need certain information. Generally, the types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number
- Retirement assets
- Transaction history
- Checking account information
- Purchase history
- Account balances
- Account transactions
- Wire transfer instructions
Where Do We Get This Information?
We may collect nonpublic personal information about you from a variety sources, such as:
- Information we receive from you on applications or other forms
- Information about your transactions with us, our affiliates, or others, such as the custodian(s) of your account(s)
- Information we receive from non-affiliated third parties, including consumer reporting agencies
What Information Do We Disclose and To Whom Do We Disclose It?
We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested, including to our affiliates. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.
Our “affiliates” are companies with which we share common ownership and include Robinson-Langley Capital Management, LLC, Blueprint Fund Management, LLC, and Blueprint Financial Advisors, LLC.
Our Security Procedures
We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.