Privacy Notice

Assent has always worked hard to maintain the highest standards of confidentiality and to respect the privacy of our client relationships. In that regard, we are providing this Privacy Notice to all of our individual clients who obtain financial products and services from us for personal, family or household purposes, in accordance with Title V of the Gramm-Leach-Bliley Act of 1999, as amended, and its implementing regulations.

The Information We Collect About You
The non-public personal information we collect about you (your “Information”) comes primarily from the account applications or other forms you submit to us. We may also collect Information about your transactions and experiences with us or others relating to the products and services we provide. Also, depending on the products or services you require, we may obtain additional Information from consumer reporting agencies.

Our Disclosure Policies
We do not disclose your Information to anyone, except as permitted by law. This may include sharing your Information with non-affiliated companies that perform support services for your account or process your transactions with us. Additionally, it may include disclosing your Information pursuant to your express consent, to fulfill your instructions, or to comply with applicable laws and regulations.

Our Information Security Policies
We limit access to your Information to those of our employees and service providers who are involved in offering or administering the products or services that we offer.

If our relationship ends, we will continue to treat the Information as described in this Privacy Notice.

Opt-Out Policy
Assent understands your desire to know how your information will be used and in this Notice we have described how we will collect, use and maintain your information. However, you may exercise your right to instruct us not to provide your non-public personal information to non-affiliated third parties, except as permitted or required by law, by contacting us via mail.