The purpose of this Privacy Notice is to describe the types of non-public information we collect about you, explain to you what we will do with this information, and explain the ways that we protect your privacy.
If we change our information practices, we will provide you notice of any material changes. If you become an inactive client, we will continue to adhere to the privacy policies and practices as described in this notice. This Privacy Notice supersedes all previous notices or statements with respect to subject matters described in this Privacy Notice.
If you are comfortable with our handling of information we collect, you do not need to take any action at this time. Please read this Privacy Notice and keep it for your records.
Types of Non-Public Personal Information that We CollectTo help the Government fight the funding of terrorism and money-laundering activities, Federal Law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
When you indicate an interest in investing through Centennial Investment Group, we will ask for your name, address, date of birth, social security number or employer identification and other information that will allow us to identify you. We may also ask to see your driver's license, passport or other identifying documents that contain your photograph.
How We Use Your Personal InformationWe use your non-public personal information only for legitimate business purposes that are in compliance with applicable laws and regulations including:
- To select and close on transactions in which you have chosen to invest. For example, we use information that you provide to us regarding your interest in a particular offering in order to gauge whether sufficient interest exists to fund a particular investment opportunity.
- To comply with applicable laws and regulations. For example, we use information gathered in your accredited investor questionnaire to insure that we are offering our investment opportunities consistent with the requirements of federal and state securities laws and regulations.
- To help us inform you of investment opportunities. For example, we use information about your prior investments to assist us in determining subsequent offerings in which you may be interested.
Information We Disclose to Third PartiesIn order to conduct our business on your behalf, we are sometimes required to disclose your personal information to companies or entities that are not affiliated with us. On those occasions when it is necessary for us to share your personal information with non-affiliated companies, we do not disclose this information to these companies except as permitted by law.
While we never sell your personal information, it is often necessary for us to provide your personal information to third parties to provide you with better service or to third parties that we have engaged to assist us in closing a particular transaction. It is also sometimes necessary to share information related to a specific transaction with third parties who are only involved with that transaction.
We will not share your non-public personal information with third parties to be used for promotion or marketing purposes.