PRIVACY POLICY

YOUR PRIVACY IS IMPORTANT TO US

Regulation S-P, Privacy of Consumer Financial Information, requires financial institutions, including Triune Financial Partners, LLC (Triune), to provide notice to current clients and prospective clients about their policies and practices concerning the collection and use of customer, non-public information. This privacy policy notice is given to all prospective clients upon entering into a contract with the firm and available on Triune’s website thereafter.

PRIVACY DISCLOSURE STATEMENT         

Triune’s primary goal is to protect the privacy of its clients. Triune does not sell its clients’ personal information to anyone. 

To conduct regular business, Triune may collect non-public personal information from clients. This information is provided by clients to Triune on applications and other forms, as well as transactions with the firm, our affiliates, or others. 

Triune may enter into contracts with outside third parties so that Triune can assist its clients in servicing their accounts. In order to do this, Triune will disclose personal information to companies that help Triune process transactions for client accounts (for example, executing client trades). However, Triune does not share or disclose any non-public customer information except as allowed or required by law. In addition to sharing information in order to provide financial services to clients, Triune may be required to disclose personal information to cooperate with regulators or law enforcement authorities, to resolve customer disputes, or for risk control.

INFORMATION SAFEGUARDING  

Triune has implemented strict policies and procedures aimed at protecting the sensitive nature of client information. Triune restricts access to client information to only those members of Triune that must provide products and services to clients in order to service client accounts. Triune has implemented physical, electronic, and procedural safeguards aimed at meeting the firm’s duty to protect non-public client information. 

If you have any questions concerning Triune Financial Partners, LLC’s customer privacy policy, please feel free to contact Melissa Figeac-Nanez at (913) 825-6100.