Privacy Policy

Western Equity Group

WEG Privacy Policy

Rep Log-In | Join WEG | Contact Us

Investor
Information
************************

RBC CS

Privacy Policy

Privacy Policy

Western Equity Group and it's affiliated companies are committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information about you, as well as the measures we take to safeguard that information. Please take a moment to review this information. If you have any questions or concerns please do not hesitate to contact us.

In the course of providing service to you we collect non-public personal information about you from the following sources:

Information from you on your account applications and other standard forms. Example: name, address, social security number, assets, transactions, income, types and amounts of investments.
Information about your Western Equity Group transactions, our affiliates or others, including those companies that work closely with us to provide you with diverse financial products and services. Example: Account Balance, payment history, parties to transactions, credit card usage, parties to transactions, types and amounts of investments.
Information we receive from consumer reporting agencies. Example: your credit worthiness and credit history.
Information obtained when verifying the information you provide on applications or other forms. These forms may be obtained from your current or past employers or other institutions where you conduct financial transactions.

Keeping your information secure is one of our most important responsibilities. Therefore, we restrict access to non-public personal information about you to only those employees and agents who need to know in order to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.

We do not sell, share or disclose non-public personal information to non-affiliated third party marketing companies.

We may disclose all of the information we collect as described above to companies that perform marketing or other services on behalf of Western Equity Group. We may also disclose information to other financial institutions with whom we have joint marketing agreements. All of these companies are contractually obligated to keep the information that we provide to them confidential and use the information only for the services required and as allowed by applicable law or regulation. These companies are not permitted to share or use this information for any other purpose. We may also disclose non-public personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, to conduct operations, to follow your instructions or to protect the security of our financial records.

In the course of providing services to you we are permitted by law to share within our family of affiliated companies information about our transactions or experiences with you, such as account balance or payment history.

If you decide to close your account(s) or become an inactive customer we will adhere to the privacy policies and practices as described in this notice. We reserve the right to change this policy at any time and you will be notified if any changes occur.

In Compliance with the Gramm-Leach-Bliey(GLB), this notice describes the privacy policy followed by Western Equity Group. This privacy policy applies to consumers who are customers or former customers of Western Equity Group and it's affiliated companies in the United States. If you have any questions or concerns please feel free to contact us. Click here for contact information.

Opt Out Clause

Customers may opt out of our privacy policy by calling our Operations Department located at our main office in Carlsbad, California at (800) 767-3838, or by emailing the firm at frontdesk@westernequitygroup.com.