Privacy Policy for Southen Oak Financial
Southen Oak Financial is a financial services company that provides investment, retirement, and insurance solutions to individuals and businesses. We respect your privacy and are committed to protecting your personal information. This privacy policy explains how we collect, use, share, and safeguard your information, and your choices regarding your information.
Information We Collect
We collect information about you from various sources, such as:
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Information you provide to us when you apply for our products or services, such as your name, address, email, phone number, Social Security number, income, assets, and beneficiaries.
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Information we obtain from your transactions with us, our affiliates, or third parties, such as your account balances, payment history, and investment preferences.
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Information we receive from consumer reporting agencies and other sources, such as your credit score, credit history, and employment verification.
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Information we collect automatically when you visit our website or use our mobile app, such as your IP address, device type, browser type, operating system, pages viewed, and cookies.
How We Use Your Information
We use your information for various purposes, such as:
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To provide you with our products and services, and to communicate with you about them.
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To process your transactions and requests, and to verify your identity and eligibility.
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To improve our products and services, and to develop new ones.
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To personalize your experience on our website and mobile app, and to provide you with relevant offers and advertisements.
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To protect our rights and interests, and to prevent fraud, unauthorized access, and illegal activities.
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To comply with applicable laws, regulations, and legal obligations.
How We Share Your Information
We do not sell your information to third parties for their own marketing purposes. We may share your information with:
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Our affiliates, which are companies that are owned or controlled by us, or that own or control us.
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Our service providers, which are companies that perform services on our behalf, such as data processing, mailing, printing, marketing, and analytics.
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Our business partners, which are companies that offer products or services that may be of interest to you, such as financial advisors, insurance agents, and brokers.
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Other parties, when required or permitted by law, such as regulators, courts, law enforcement, or other government agencies.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards to protect your information from unauthorized access, use, or disclosure. We limit access to your information to those who need it to perform their duties. We also train our employees on how to handle your information securely and responsibly.
Your Choices Regarding Your Information
You have certain rights and choices regarding your information, such as:
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You can access, update, or correct your information by contacting us or logging into your online account.
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You can opt out of receiving marketing communications from us or our affiliates by following the instructions in the messages, or by contacting us.
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You can manage your cookie preferences on our website or mobile app by adjusting your browser or device settings.
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You can request a copy of this privacy policy or our notice of information practices by contacting us.
Changes to This Privacy Policy
We may update this privacy policy from time to time to reflect changes in our practices or the law. We will notify you of any material changes by posting the revised policy on our website or mobile app, or by sending you an email or a notice on your online account. Your continued use of our products or services after the effective date of the revised policy constitutes your acceptance of the changes.
Contact Us
If you have any questions or concerns about this privacy policy or our privacy practices, please contact us at: