Skopos Financial, LLC
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
We collect your personal information, for example, when you:
We also collect your personal information from others, such as credit bureaus, affiliates or other companies.
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Your choices will apply to everyone on your account.
Companies related by common ownership or control. They can be financial and non-financial companies.
Companies not related by common ownership or control. They can be financial and non-financial companies.
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; whether Skopos Financial chooses to share; and whether you can limit this sharing.
|Reasons we can share your personal information||Does Skopos Financial share?||Can you limit this sharing?|
|For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus||Yes||No|
|For our marketing purposes – to offer our products and services to you||Yes||No|
|For joint marketing with other financial companies||Yes||No|
|For our affiliates’ everyday business purposes – information about your transactions and experiences||No||We don’t share|
|For our affiliates’ everyday business purposes – information about your creditworthiness||No||We don’t share|
|For our affiliates to market to you||No||We don’t share|
|For our non-affiliates to market to you||Yes||Yes|
Accounts with a California mailing address are automatically treated as if they have limited the sharing as described on this page.
Accounts with a Vermont mailing address are automatically treated as if they have limited the sharing as described on this page. For joint marketing, we will only disclose your name, contact information, and information about your transactions.
Call us toll-free: 1-877-756-7640
Email us: firstname.lastname@example.org
Write to us: Skopos Financial, Attn: Customer Advocacy, P.O. Box 1640, Coppell, TX 75019-1640
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.
Rev. August 2015