Verity Investment Counsel's Privacy Policy
As required by Title V of the Gramm-Leach-Bliley Act, Verity
Investment Counsel, Inc. (VIC) has instituted formal policies to protect
the privacy of the personal information you provide to VIC and its
representatives. This policy applies to consumers who are current or
former Verity Investment clients or who register for one of VIC’s
services or promotional offers.
From time to time, it is necessary for VIC and its representatives to
collect personal information from you and about you and your finances.
This information is used to open your account(s), to process
transactions and to provide you with a better level of service. We
understand that you have entrusted us with your private financial
information, and we do everything possible to maintain that trust.
We collect non-public, personal information in the normal course of
business when you open an account, register for one of our services or
when you accept a promotional offer for a product or service sponsored
by Verity Investment Counsel, Inc. Specifically, VIC collects
non-public, personal information about you from the following sources:
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Information provided by you on applications, questionnaires or
other forms
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Information provided by you during phone conversations or personal
meetings
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Information about your transactions associated with VIC, its
affiliates or others
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Information received from a consumer reporting agency
We do not sell your personal information to anyone. We do not
disclose any non-public, personal information about clients or former
clients to anyone, except as required by law. We do not share your
personal information with third parties unless you have specifically
asked us to do so.
We restrict access to non-public, personal information about you to
those who need to know that information to provide products or services
to you. We maintain physical, electronic and procedural safeguards that
comply with federal standards to guard your nonpublic, personal
information.
If, at any time in the future, it is necessary to disclose any of
your personal information in a way that is inconsistent with this
Policy, we will give you advance notice of the proposed change so that
you will have the opportunity to opt out of such disclosure.
If you have any questions or concerns regarding this policy, do not
hesitate to contact Michelle L. Ouzounian at 262-898-8400.
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