Privacy Policy

Facts

What does DJG Financial Services, Inc. (DJG) 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 account information · Account balances and transaction history · Payment history and wire instructions When you are no longer our customer, we continue to share your information as described in this notice.

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 DJG chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

DJG shares the following information and you cannot limit this sharing: For our everyday business purposes – to process transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

DJG Does Not share the following information: 

For our marketing purposes – To offer our products and services to you or For joint marketing with other financial companies We don’t share.

For our affiliates’ everyday business purposes – Information about your transactions and experiences We don’t share.

For our affiliates’ everyday business purposes – Information about your creditworthiness We don’t share.

For non-affiliates to market to you We don’t share.

QUESTIONS? Call DJG @ 617-869-9450

What we do

How does DJG protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does DJG collect my personal information? We collect your personal information, for example, when you · Open an account · Pay us by check or wire transfer · Provide account information · Give us your contact information

Why can’t I limit all sharing? Federal law gives you the right to limit only. · Sharing for affiliates’ everyday business purposes – information about your creditworthiness · Affiliates from using your information to market to you · Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates – Companies related by common ownership or control. They can be financial and non-financial companies. · DJG does not share with its affiliates.

Non-affiliates – Companies not related by common ownership or control. They can be financial and non-financial companies. · We have entered into agreements with non- affiliates in order to provide custodial or reporting services. They must maintain confidentiality of your information. This is only done for servicing our clients, and not for marketing purposes.

Joint marketing – A formal agreement between non-affiliated financial companies that together market financial products or services to you. · DJG does not jointly market.