Privacy Notice
What Does Evergreen Wealth Do With Your Financial Information?
Why?Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?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
- Driver’s License Number
- Investment Experience
- Income
- Financial Net Worth
- Account Transactions
- Education History
- Employment Information
- Assets
When you are no longer our customer, we will continue to hold your information and share it as described in this notice.
How?All financial companies need to share customers’ personal information to perform their services and run their everyday business. Below are the reasons financial companies can share their customers’ personal information, the reasons we choose to share, and whether you can limit this sharing.
| Reasons We Can Share Your Personal Information | Do We Share? | Can You Limit This Sharing? |
|---|---|---|
| For our everyday business purposes — such as processing transactions, maintaining accounts, or responding to court orders and legal investigations | Yes | No |
| For our marketing purposes — to provide newsletters, documents, and announcements regarding our services | Yes | Yes |
| For joint marketing with affiliates (We have no affiliates.) | N/A | N/A |
| For joint marketing with non-affiliates | No | We don’t share |
| For our affiliates’ everyday business purposes | N/A | N/A |
| For our affiliates to market to you | N/A | N/A |
| For non-affiliates’ everyday business purposes (e.g., accountants, attorneys, and other professionals) with your expressed consent | Yes, but only with your expressed consent | Yes |
| For our non-affiliates to market to you | No | We don’t share |
To Limit Our Sharing
Call our primary office: (217) 321-3210
Visit us online: www.egwadvisors.com
Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Who We Are
Evergreen Wealth
1200 Centre West Drive
Springfield, IL 62704
What We Do
How Do We Protect Your Personal Information?To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards (such as password protection or encryption) and restricting access to physical files (such as locked cabinets or buildings).
How Do We Collect Your Personal Information?
We collect your personal information, for example, when you:
- Open an account
- Deposit money
- Seek advice about your investments
- Enter into an investment advisory contract
- Provide us with information about your investment or retirement portfolio or earnings
We may also collect your personal information from other companies.
Why Can’t I Limit All Sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes
- Affiliates from using your information to market to you
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What Happens When I Limit Sharing for an Account I Hold Jointly?
Your choices will apply to everyone on your account unless you tell us otherwise.
Definitions
Affiliates: Companies related by common ownership and/or control. They can be financial and nonfinancial companies.
Non-affiliates: Companies not related by common ownership and/or control. They can be financial or nonfinancial companies.
Joint Marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.
Other Important Information
Information for California, North Dakota, and Vermont Customers:
If the mailing address provided for your account is in California, North Dakota, or Vermont, we will automatically treat your account as if you do not want us to disclose your personal information to non-affiliated third parties for marketing purposes, except as permitted by applicable state law.