We realize that our ability to offer products and services depends on the personal and financial information we collect from you. We value your business and are committed to maintaining your trust. That is why we have made your privacy a top priority.
We may collect and maintain nonpublic, personal information we receive from you directly on applications, other forms or our website, and from your transactions with unaffiliated parties and us. This information includes, for example, your name, address, Social Security or tax identification number, assets, income, financial needs and goals, account balances, and transactions, including transactions with unaffiliated parties.
We may share all of the information we collect among the affiliates as part of the ordinary course of providing financial products and services to you, for the purpose of offering you new products and services to address your financial needs, for product development purposes and as otherwise required or permitted by law.
To assist in our business dealings with you, we may also share this information with companies other than the Companies that perform services, including marketing services, on our behalf (such as vendors that package and mail our investor statements and marketing research firms that enhance our ability to market our products and services). We do not share your information with mailing list or direct marketing companies. Thus, the information you provide to us will not result in unwanted solicitations from third-party marketers.
Finally, on some occasions we may disclose information because we are legally required to do so or in other legally limited circumstances. This information may also be disclosed in connection with the proposed or actual sale or merger of all or a portion of a business or operating unit.
Except as described above, and except for information we provide to nonaffiliated third parties as otherwise required or permitted by law, we do not share information about you with nonaffiliated third parties.
We restrict access to information about you to those employees we determine need to know that information to provide products and services to you. We maintain physical, electronic and procedural safeguards to protect this information.
With respect to those of you who provide information to us via our websites in order to view your account activity or conduct transactions, we use 128-bit SSL encryption security with passwords to ensure a safe transmission of data between you and us. Information you provide is stored and transmitted in a secure environment, accessible only by a select group of people who are given a secure passcode to access the information.
Team 1 One, llc.
attn. Customer Privacy
1350C W Southport Rd, Ste 188,
Indianapolis, IN 46217
We also will comply with more restrictive state laws to the extent they apply.