PRIVACY POLICY

WHAT DOES CLASSIC 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 employment information
  • Income, retirement assets, and non-retirement assets
  • Investment experience and risk tolerance
  • Transaction History

When you are no longer our customer, we continue to operate in accordance with the principles as described in this notice.

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 Classic, LLC and Classic Asset Management, LLC chooses to share; and whether you can limit this sharing.