Effective Date: June 30, 2018
At Green Pastures we do everything we can to provide our clients with peace of mind and maintaining client trust and confidence is a high priority.
We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Information We Collect
We may collect your personal information in a variety of ways depending on the level and type of services Green Pastures provides for you. In order to offer the broadest range of services, we may collect the following types of information:
We do not disclose any non-public personal information about our current or former clients to non-affiliated third parties, except as required by law, to ensure compliance with this and other policies, to prevent and detect possible fraud or misuse of services, and to ensure the protection of imminent harm or danger to Green Pastures or its employees.
For example, we are permitted by law to disclose all of the information we collect, as described above, to the custodian banks of mutual funds and annuities you invest in as needed to process your transactions. Furthermore, we restrict access to your non-public personal information to those persons who require such information to provide products or services to you.
Some services you receive form Green Pastures are provided through our service providers, which include but are not limited to the custodian banks of mutual funds and annuities you invest in. All records containing your non-public personal information are also maintained at the service providers' places of business.
We may share aggregated usage data with our support vendors and third-party suppliers that do not provide a method to individually track a user, or when we have been provided your explicit consent to share the information with a third party.
Keeping Data Safe
We maintain physical, electronic, and procedural safeguards to protect personal information. Third-party companies we use to provide outside support services are not allowed to use information about our clients for their own purposes and are contractually obligated to maintain strict confidentiality. We maintain limits on their access to our internal information, only providing that which is necessary to complete the requested services.
Teaming Up Against Identity Theft
Identify theft is a serious concern to all of us. Green Pastures takes steps to safeguard your information and help protect you from identity theft by: (1) never asking for your passwords or account login information via email request, (2) utilizing client identification and authentication procedures before initiating transactions, (3) creating a secure transmission connection to our website, and (4) ensuring our employees are trained to safeguard personal information about you.
You can also help protect your identity and accounts. Here are a few steps to remember: (1) Green Pastures will never request confidential information in a non-secure or unsolicited email communication, (2) shred any documents that contain personal information or are requesting you to open an account at a company with which you do not intend to do business, (3) regularly check your credit report for unauthorized transactions and activities, and (4) protect all personal identification numbers (PINs) and website passwords. Do not share this data.
Privacy Is Not For Sale
We do not and will not sell your personal information to anyone, for any reason, at any time.
This policy about obtaining and disclosing information may change from time to time as necessary or required by law. We will not reduce your rights under this agreement. Most changes should be minor in nature and will be reflected on this site with the revision date noted at the start of the policy. We will provide you notice of any material change to this policy before we implement such change.
If you have any questions or concerns regarding this policy please feel free to contact Green Pastures by mail to the following address:
Green Pastures Wealth Management LLC
145 Eden Hill Road
Easton, CT 06612
This communication is issued by Green Pastures Wealth Management LLC ("GPWM"). The material contained on this website is for informational purposes only and GPWM is not soliciting any action based upon such material. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice. GPWM may maintain long or short positions in some of the financial instruments referred to. Unless stated specifically otherwise, this is not a recommendation, offer, or solicitation to buy or sell a security and any prices or quotations contained herein are indicative only. Material accessible through this website is not to be construed as investment advice, nor does it constitute a representation that the investments described herein are suitable or appropriate for any person. To the extent permitted by law, GPWM shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Information, data and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. GPWM gives no warranty, expressed or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document. Past performance is no guarantee of future results. GPWM offers no accounting, tax, or legal advice. GPWM is a Connecticut Registered Investment Advisor which may only transact business where it is properly registered, or qualifies for an exemption or exclusion from registration requirements. GPWM accepts clients nationally per applicable state registration regulations and the "de minimis" exception.
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Green Pastures Wealth Management LLC | 145 Eden Hill Road | Easton, CT 06612 | Phone 203.452.8100 | Toll Free 866.479.3258
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