Information We Collect
ACT Wealth Advisors collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information ACT Wealth Advisors collects may include:
With your prior written consent, we may use any information we obtain in order to perform advisory services and disclose it to ACT Wealth Advisors affiliates and third parties so that you can receive selective information regarding any of the services offered by ACT Wealth Advisors affiliates or such third parties. Your financial information will not be used for other purposes, except to provide you with additional financial or tax-related information and services, or except as otherwise required or permitted by law.
Information Disclosed in Administering Products and Services
ACT Wealth Advisors will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. ACT Wealth Advisors does not sell any personal information about you to any third party. ACT Wealth Advisors will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
ACT Wealth Advisors has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, ACT Wealth Advisors maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.