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WHY?
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In order to establish and build your relationship with Sageworth, we will collect nonpublic information (“personal information”) about you. Federal and state law gives customers the right to limit some but not all sharing of this personal information. Federal law also requires us to tell you how we collect, share, and protect your personal information. This notice summarizes how we deal with this information.
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WHAT?
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Sageworth collects the following personal information about you: § Name, family’s names, addresses, contact information;
§ Social Security number;
§ Financial statements, tax returns, asset lists, income and investment objectives, relationships, and other facts and details relating to you, your family and your affairs.
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HOW?
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As your relationship with Sageworth develops, we will learn much about you, your family, your finances, and your affairs through our meetings, telephone calls and other contacts. We may obtain private information of a similar nature from others who know you. We may obtain private information about you through e-mail and other electronic communications with you and we may gather information relating to your use of our website and online services.
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