RFM Financial Solutions never takes custody of a client’s assets. Except as agreed to by the client or as is required to be disclosed by law, we will keep confidential all information concerning client’s identity, financial affairs or investments.
RFM Financial Solutions generally does not disclose personal information about our clients or former clients to anyone. We do disclose personal information about our clients to our affiliates with client authorization.
Except as otherwise described, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.
We limit the collection, use and retention of client information to what we reasonably believe will help us deliver superior service, to administer our business, manage our risks, market our services and products, and to meet applicable laws and regulations.
We provide clients with relevant and appropriate choices regarding the sharing of information with our affiliates and others. We will give clients choices regarding the sharing of information with affiliates and third parties in accordance with applicable law and their agreements with us.
We comply with the USA Patriot Act, Section 326. Please read this important information about procedures for opening a new account. To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
When you open an account, we will ask for your name, address, date of birth (for individuals), and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.