Website Disclosures
Other Outside Links
At certain places on The Financial Insight Center internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of The Financial Insight Center. The Financial Insight Center does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Financial Insight Center.
Privacy Policy
As a client of the Financial Insight Center, you share both personal and financial information with us. Your privacy is important to us and we are dedicated to safeguarding your personal and financial information.
Financial Insight Center advisory representatives provide investment services by means of the firm’s own internal operation and unaffiliated third-party service and product providers (for example, your account custodian or a money manager) at your election. The account custodian processes the investment transactions for your account. This firm and the product and service providers receive and maintain information about you that is related to your account.
WHERE DO WE OBTAIN THE INFORMATION. The information that we have comes directly from you. This includes such information as your name, address and Social Security number that you provided on applications, agreements or other forms. In addition, we maintain records of each of your transactions and holdings at the product and service provider which are processed through this firm.
TO WHOM DO WE DISCLOSE THE INFORMATION. We provide information about current or former clients from the sources described above to parties outside of our firm only as described below:
To other companies as necessary to process your business. For example, we process your investment instructions through product and service providers with whom we have business agreements. The information that we obtained from you is given to the product and service providers for purposes of effecting transactions in your account and preparing your account statements. These parties must limit their use of the information to the purpose for which it was provided.
Where required by law or regulation. Examples include responses to a subpoena, court order or regulatory demand.
As authorized by you. You may direct us, for example, to send account statements or other account information to a third party.
As otherwise authorized or permitted by law. For example, the law permits us to respond to a request for information about you from a consumer-reporting agency.
CONFIDENTIALITY AND SECURITY. We restrict access to information about you to those employees and authorized agents who need to know that information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards as outlined in the attached policy statement to maintain the confidentiality of your information.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
The firms affiliated with Financial Insights, the radio program, are independent of the Financial Insight Center.
Investment Advisory Services offered through Financial Insight Center an ABN for The Helmstar Group® LLC, a Idaho state registered investment advisor. The Helmstar Group® , LLC is doing business as Financial Insight Center , under a trademark license agreement.
Investment Advisory Services offered through Financial Insight Center a DBA for FIC-Salt Lake, LLC, a registered investment advisor. FIC-Salt Lake, LLC is doing business as Financial Insight Center, under a trademark license agreement.
Financial Insight Center may only transact business in this state if first registered, excluded or exempted from state investment adviser, or investment advisor representative registration requirements. Follow-up and individualized responses to persons in this state by Financial Insight Center or investment advisor representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser or investment advisor representative registration requirements, or an applicable exemption or exclusion.