GLBA Privacy Notice
Revise
Effective Date: Dec 16 2024
What does Revise 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
- Assets, investment experience, and risk tolerance
- Account balances and transaction history
- Insurance and retirement planning information
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 Revise chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
| Reasons we can share your personal information | Does Revise share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process transactions, maintain your account(s), respond to court orders and legal investigations, or report to regulators | Yes | No |
| For our marketing purposes – to offer our products and services to you | No | Not applicable |
| For joint marketing with other financial companies | No | Not applicable |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No affiliates | Not applicable |
| For our affiliates’ everyday business purposes – information about your creditworthiness | No affiliates | Not applicable |
| For our affiliates to market to you | No affiliates | Not applicable |
| For nonaffiliated financial companies to market to you | No | Not applicable |
Who we are
Who is providing this notice? Revise
What we do
How does Revise 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, encryption, and secured files and buildings.
How does Revise collect my personal information?
We collect your personal information, for example, when you:
- Apply for financial or advisory services
- Provide information about your income, assets, or investments
- Complete questionnaires or portfolio analyses
- Enter into an insurance or retirement planning transaction
We also collect your personal information from others, such as insurance carriers, custodians, and consumer reporting agencies, as permitted by law.
Why can’t I limit all sharing?
Federal law gives you the right to limit only certain sharing:
- Sharing for affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliated companies 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. Revise does not have affiliates.
Nonaffiliates
Companies not related by common ownership or control. They can include insurance carriers, technology providers, and professional service firms.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Revise does not engage in joint marketing.
Other important information
Revise is a fiduciary financial services firm. We do not sell customer information and do not share nonpublic personal information for marketing purposes. Information is shared only as permitted by law and solely to provide requested services.
Who we are
Preserve, compound,
and protect wealth
with discipline.
5.0
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