Privacy Policy
How we collect, use, share, and protect your personal information.
Revision: 03/2025
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- 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 or Tax Identification Number
- Name, Address, Email, Phone Number, Date of Birth
- Brokerage Info, including Purchases, Sales, Account Balances, and Inquiries
When you are no longer our customer, we continue to share your information as described in this notice.
- How?
All financial companies need to share their customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reason CGAS chooses to share; and whether you can limit this sharing.
How CGAS shares personal information
For our everyday business purposes -
Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
- Does CGAS Share?
- Yes
- Can you limit this sharing?
- No
For our marketing purposes -
To offer our products and services to you
- Does CGAS Share?
- Yes
- Can you limit this sharing?
- No
For joint marketing with other financial companies
- Does CGAS Share?
- No
- Can you limit this sharing?
- N/A
For our affiliates’ everyday business purposes -
Information about your transactions & experiences
- Does CGAS Share?
- Yes
- Can you limit this sharing?
- No
For our affiliates’ everyday business purposes -
Information about your creditworthiness
- Does CGAS Share?
- No
- Can you limit this sharing?
- N/A
For nonaffiliates to market to you
- Does CGAS Share?
- No
- Can you limit this sharing?
- N/A
Questions?
- Contact CGAS
Call us at 517-908-4700 or go to cgadvisornetwork.com.
Who we are
- Who is providing this notice?
CG Advisory Services (“CGAS”), an SEC Registered Investment Advisor
What we do
- How does CGAS protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
- How does CGAS collect my personal information?
We collect your personal information, for example, when you:
- Submit Applications or Forms
- Provide communications such as e-mails, phone calls, etc.
- Open Brokerage Accounts with CGAS
- Why can’t I limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
- Affiliates
Companies related by common ownership or control and with broker-dealer firms having regulatory requirements to supervise certain activities of Advisor’s representatives who are also registered with a broker-dealer firm. They can be financial and nonfinancial companies:
- Wealth Advisory Group & CG Advisor Network
- Capital Asset Insurance Services
- CG Financial
- Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other important information
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement change.
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