CFSC Privacy Notice

Colorado Financial Service Inc.’s (CFSC) primary client goal is to protect your privacy.

CFSC collects nonpublic personal information about you from the following sources:

• Information CFSC, receives from clients on applications (name, social security number, address, assets, etc.);
• Information about client transactions with our firm or other firms (account information, payment history, parties to transactions, etc.).

We may disclose information for customers and/or former customers, as necessary, to companies that perform certain services on our behalf or to other financial institutions with whom we have joint marketing agreements, or as required by law. It is the policy of CFSC that registered representatives of the Firm are allowed to retain your information should he or she elect to move their registration to another broker-dealer.

As CFSC, shares nonpublic information solely to service our client accounts, we do not disclose nonpublic personal information about our customers or former customers, except as permitted by law.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

CFSC will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.