Potomac Financial Private Client Group, LLC distributes a variety of financial products and services to you through its network of independent registered representatives, investment adviser representatives, and insurance agents. We have always valued the trust our customers have placed in us and are committed to the responsible management, use, and protection of our customers’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your data.
You agree to the practices regarding your personal data outlined in this policy when you use Potomac Financial Private Client Group, LLC online services (www.potomacfinancialpcg.com, Client360°, Investor360°).
2. Data We Collect About You
We may collect data when you use or enroll in Potomac Financial Private Client Group, LLC online services, including some types of personal data. Examples of personal data include your name, address, email address, telephone number, social security number, and internet protocol (IP) address and/or domain, as well as other data you may provide us related to a financial product or service; these include, but are not limited to, investment preferences, demographic information, or financial information. We may also receive your contact information from a third-party website regarding requests about financial products and services on that website. For Potomac Financial Private Client Group, LLC clients, we will ask you for contact information to provide you with secure online account access. We may collect and maintain information about your account, online account activity, online services, products requested, and usage of our website and applications.
3. Use/Sharing of Your Personal Data
We will use your personal data to provide information, products, or services you request in Potomac Financial Private Client Group, LLC online services; to verify your identity when accessing these services; to compare information for accuracy and verify our records; or to detect and prevent fraud or other criminal activities.
We may share some of your personal data with other entities that perform services for Potomac Financial Private Client Group, LLC and are authorized to use your personal data to support our business operations. We may also share some of your personal data as permitted or required by law or as authorized by you.
4. Storage/Protection of Your Personal Data
To protect the privacy and security of personal data, we have designed and maintain administrative, technical, physical, and operational safeguards. Given the open nature of the internet, however, your personal data may be transmitted without security measures over networks connecting you to Potomac Financial Private Client Group, LLC systems and may be accessed and used by parties other than those for whom the data is intended. To safeguard against unauthorized access, Potomac Financial Private Client Group, LLC employs secure network architectures, such as encryption techniques, firewall barriers, authentication protocols, and intrusion detection.
6. Social Media
We provide additional information about Potomac Financial Private Client Group, LLC products and services on our social media sites such as Facebook, LinkedIn, and Twitter. Information shared on these social media sites is accessible to all participants; therefore, you should never post any personal data.
7. Personal Data on Children
We respect the privacy of children; therefore, we do not invite children to visit Potomac Financial Private Client Group, LLC online services nor do we intentionally collect or use personal data from children under the age of 13. For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at www.ftc.gov.
8. Updating/Correcting Your Personal Data
If your personal data or account information is incomplete, inaccurate, or outdated, please contact your financial advisor or Potomac Financial Private Client Group, LLC at 703.891.9960.
9. Questions About Your Privacy
Please email us at firstname.lastname@example.org if you have any questions or concerns regarding this policy.
This policy is subject to change and should be reviewed periodically. Changes to this policy will go into effect when the revised policy is posted to our websites. You accept the revised policy when you choose to use Potomac Financial Private Client Group, LLC online services following these changes.