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Coastwise Capital Group, LLC requires that you provide current and accurate financial and personal information. Coastwise Capital Group, LLC will protect the information you have provided in a manner that is safe, secure and professional. Coastwise Capital Group, LLC and its employees are committed to protecting your privacy and to safeguarding that information.
Safeguarding Customer Documents
We collect non-public customer data in checklists, forms, in written notations, and in documentation provided to us by our customers for evaluation, registration, licensing or related consulting services. We also create internal lists of such data.
During regular business hours access to customer records is monitored so that only those with approval may access the files. During hours in which the company is not in operation, the customer records will be locked.
No individual who is not so authorized shall obtain or seek to obtain personal and financial customer information. No individual with authorization to access personal and financial customer information shall share that information in any manner without the specific consent of a firm principal. Failure to observe Coastwise Capital Group, LLC procedures regarding customer and consumer privacy will result in discipline and may lead to termination.
Sharing Nonpublic Personal and Financial Information
Coastwise Capital Group, LLC is committed to the protection and privacy of its customers' and consumers' personal and financial information. Coastwise Capital Group, LLC will not share such information with any affiliated or nonaffiliated third party except:
It is not a policy of Coastwise Capital Group, LLC to share nonpublic personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out.