Notice of Atlas One Financial Group, LLC
Atlas One Financial Group, LLC, recognizes the importance of protecting the confidentiality of nonpublic personal information that we collect about our customer’s accounts, and to carry out requested transactions.
Atlas One Financial Group, LLC and its team of affiliated companies (collectively referred to as “Atlas One,” “us,” and “our”) have a policy of protecting the confidentiality and security of information we collect about our clients. We do not share nonpublic information about you (‘Information”) outside of the Atlas One team without your consent except for the specific purposes below or as otherwise permitted by law. Keeping your Information secure is a major priority for us. This notice below describes our privacy policy.
We collect and use Information about you to be able to deliver superior service to you. Such service includes advising you about our products, services and other opportunities, maintaining your accounts with us, processing transactions requested by you or other persons authorized by you, and administering our business.
We collect Information about you from the following sources: (i) information that you provide to us in applications, correspondence, forms or other inquiries, such as information relating to your finances, employment, avocations or other personal characteristics; and (ii) information about your transactions and interactions with or through us, our other team companies, or with others.
We may disclose all of the Information we collect about our present or former customers when we believe it necessary for the conduct of our business, or where disclosure is required or permitted by law. Information may be disclosed for audit or research purposes, to attorneys or others professionals, or to law enforcement and regulatory agencies to help, among other things, prevent fraud or money laundering. In addition, we may disclose information to our other companies or to third party services providers to enable them to provide business services for us, such as performing other advisory services for you, to facilitate the processing of transactions requested by you, and to assist us in offering our products and services to you. To the extent permitted by applicable law, we may also provide Information to our other companies and non-affiliated financial services companies with whom we have joint marketing agreements, such as an agreement with another financial institution or an investment advisor, trust company or other company enabling us to offer you certain of its products or services. Except in those specific, limited situations, without your consent, we will not make any disclosures of Information to non-affiliated companies.
Our employees acting on our behalf are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as to administer or offer our products or services. We also maintain physical, electronic and procedural safeguards to protect Information.
Upon your written request, we can make available for your review any file we will maintain for your personal Information; provided that any information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available. If you notified us that any information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute. You may contacts us at:
Atlas One Financial Group, LLC
Attn: Compliance Officer
200 South Biscayne Blvd, Suite 4400
Miami , FL 33131
We reserve the right to change this Privacy Policy at any time. We will notify you of such changes, as required by law.