Jayco Privacy Policy
Jayco Real Estate Investments provides this notice to explain our information collection practices and other important information.
INFORMATION COLLECTED
We collect nonpublic personal information about our client from the following sources:
- Information we receive about our clients on applications and other forms including subscription documents, questionnaires and online registration forms. This information may include your name, address, telephone number, e-mail address, social security number, income and other financial data, investment experience, etc.
Information about your transactions with us, our affiliates and others.
Information we receive about our clients from third parties such as brokers and selling agents. This includes information about their review of your investment application.
DISCLOSURE OF YOUR INFORMATION
We do not disclose any personal or financial information about you, whether you are a current or former client, without your authorization or direction, except as disclosed below.
We may share information about our clients with nonaffiliated third parties, in order for them to assist us in providing services to you, and otherwise as permitted by law. However, nonaffiliated third parties who receive information about our clients in order to assist us in providing services to our clients are restricted from using your information for any other purpose, except to the extent we have a joint marketing arrangement with them, as further described below.
We may share information about our clients with our affiliated financial service companies as reasonably needed to provide our clients with the financial services that our clients have engaged us to perform, or otherwise to identify services which may serve our clients financial, investment or planning objectives.
We may disclose all of the information we collect about our clients with nonaffiliated third party financial services companies with which we have joint marketing arrangements. We only share our clientÕs personal information with nonaffiliated companies for joint marketing arrangements if they agree to limit their use of the information only to the purposes for which it was provided.
If there is a change to our Privacy Policy, the new policy will be posted on our web site, and attached to any e-mail, with a visible effective date.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about our clients to those employees and third parties who need to know that information to assist us in providing services to you. We maintain physical, electronic and procedural industry standards to guard our clients nonpublic personal information.
Rev. June 2006