Privacy Policy
FACTS: What does Sonmore Financial LLC 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
- Account balances and payment history
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 we choose to share; and whether you can limit this sharing.
Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
For our everyday business purposes— | Yes | No |
For our marketing purposes— | No | NA |
For joint marketing with other financial companies | No | NA |
For our affiliates’ everyday business purposes— | No | NA |
For our affiliates’ everyday business purposes— | No | NA |
For our affiliates to market to you | No | NA |
For non-affiliates to market to you | No | NA |
For buying, selling, or sharing of client data gathered for text messaging. | No | NA |
To limit our sharing
Mail the form at the end of this document
Please note:
If you are a new customer, we can begin sharing your information from the date you received 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 our sharing.
Questions?
Call 480-439-0500
Who we are
Who is providing this notice?
Sonmore Financial LLC
What we do
How do we protect your 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 do we collect your personal information?
We collect your personal information, for example, when you
- Open an account or deposit money
Why can’t you 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. By opting into SMS, you are agreeing to receive SMS messages from Sonmore Financial. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, and billing notifications. Message frequency varies. Message and data rates may apply. Message HELP for help. Reply STOP to any message to opt out.
SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes
What happens when you limit sharing for an account you hold jointly?
Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and non-financial companies.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
