Privacy Policy | David Kennon

Privacy Policy

 

 

WHAT DOES KENNON FINANCIAL DO WITH YOUR PERSONAL INFORMATION?

 

Why?

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.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

§ social security number and income

§ investment experience and assets

§ account balances, transaction history, payment history

§ medical information (if applying for insurance)

 

How?

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; the reasons Kennon Financial chooses to share; and whether you can limit this sharing.
Reasons We May Share Your Personal Information Does Kennon Financial share? Can you limit this sharing?
For our everyday business purposes –

to process transactions, and maintain your account(s), respond to court orders or 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

Yes No
For our affiliates’ everyday business purposes –

information about your creditworthiness

No Yes
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No Yes
To limit our sharing  

  • Call 877-788-8850 – our menu will guide you through your choices

 

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 sharing.

Questions?

Call 877-788-8850 or write to us at: Kennon Financial, 655 W. Broadway, 12th Floor, San Diego, CA 92101