Transparency

TRANSPARENCY

Transparent, yet we protect your privacy
Yes, we are committed to transparency, but that does not mean your privacy is less important. We take extra measures to ensure your identity and privacy are protected. Read more about our Privacy Policy.

Our commitment to good corporate governance
We are committed to promoting high standards of honest and ethical business conduct and compliance with applicable laws, rules, and regulations. Please see our Code of Conduct and Ethics and Whistleblower and Complaint Policy on our Corporate Governance page.

Authorization for Automatic Payments

Interest Payments/Authorization for Automatic Payments
Once your account is funded, you hereby authorize CFSG, as the wealth management servicer on your investment and its successors and assigns, to initiate electronic funds transfers from your designated account listed above for monthly payments on your interest. EACH MONTH, THE INTEREST AMOUNT WILL BE YOUR MONTHLY PAYMENT AMOUNT, UNLESS YOU CHOSE QUARTERLY OR ANNUALLY.

With regard to interest payments made by automatic payment, you have the right to stop payment of automatic payments or revoke your prior authorization for automatic payments by notifying us at least three (3) banking days before the scheduled date of transfer. You understand the authorization will remain in effect until your contract expires.

WHAT DOES CFSG 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 depends on the service you have with us. We collect personal information during the membership and/or application process and from credit bureaus.

This information can include your:

  • Social Security number
  • Email address
  • Income
  • Date of birth
  • Address and telephone number
  • Account information
  • Credit history and credit score
  • Credit card or other debt information
How? CFSG does not share the nonpublic personal information provided by current or former customers to affiliates or nonaffiliated third parties, except as required by law. CFSG does share certain credit and financial information of borrowers, as required by the Securities & Exchange Commission.
How does CFSG protect my personal information? To protect your personal information from unauthorized access, CFSG has adopted a specific policy on safeguarding customer information in addition to our general information security policy. CFSG stores all sensitive financial data in a secure, remote, SAS 70 environment.
Privacy information CFSG’s privacy policy can be found at castleberryfinancialservices.com