PROACTIVE Money Management, Inc. - Privacy Policy
The public is increasingly concerned about the privacy of personal information.  We at PROACTIVE take the privacy of our clients very seriously.  We know that the success of our business depends on the trust our customers put in us to safeguard their assets and to protect the personal information we collect and maintain about them.

In order to enhance our ability to provide you with the best service possible, PROACTIVE (we/us) collects, uses, and shares certain information about you.  This policy explains what information we collect and with whom we share it.  The practices described in this policy are applicable to all consumers, including current and former customers, who do business with us.  The policy also explains how we protect the security and confidentiality of our customer information.
      
  • INFORMATION WE COLLECT AND SOURCES OF INFORMATION
We may collect information about applicants to help identify you, evaluate your application, service and manage your account and offer services and products you may find valuable.  We collect this information from a variety of sources including:
  • Information we receive from you on applications or other forms (e.g., your name, address, date of birth, social security number and investment information);
  • Information about your transactions and experiences with us and our affiliates (e.g., your account balance, transaction history and investment selections); and
  • Information we obtain from third parties regarding their brokerage, investment advisory, custodial, or other relationship with you (e.g., your account number, account balance and transaction history).
  • INFORMATION WE SHARE WITH SERVICE PROVIDERS OR JOINT MARKETERS
We may disclose all or part of the information we collect, as described in paragraph A, to companies (including affiliates) that perform services on our behalf, including those that assist us in responding to inquiries, processing transactions, preparing and
mailing account statements and other forms of shareholder servicing.  We also may provide that information to others who perform marketing services for us and to financial institutions with which we jointly offer financial products or services, provided they use the information solely for those purposes and they enter into a confidentiality agreement regarding the information.
  1. INFORMATION WE SHARE WITH AFFILIATES
Our affiliates are financial service providers who offer administrative, investment advisory, brokerage, and other financial services.  In addition to the information we share with affiliates that provide services to us, we may share information described in paragraph A among affiliates to better assist you in achieving your financial goals.
  1. INFORMATION WE SHARE WITH NON-AFFILIATED THIRD PARTIES
We do not disclose any nonpublic personal information about our customers or former customers to nonaffiliated third parties, except as described in paragraph B and as permitted by law.
  1. SECURITY AND CONFIDENTIALITY OF YOUR INFORMATION
We take steps to safeguard customer information.  We restrict access to nonpublic personal information about you to those employees (or people, working on our behalf and under confidentiality agreements) who need to know that information in order to provide products and services to you.  We also maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.
  1. CHANGES TO THIS POLICY
We may amend this policy at any time and we will notify you of changes to its terms and conditions.  PROACTIVE will provide customers notice of its privacy policy annually.
  1. QUESTIONS
If you have any questions about our privacy policy, please contact us toll free at:
 888-776-2284