Privacy Policy

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives you the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

Types of Nonpublic Personal Information (NPI) We Collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

Parties to Whom We Disclose Information

All investment advisers may need to share personal information to run their everyday business. The following are the reasons we may share your personal information:

  • For everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.

  • For our marketing — to offer our products and services to you.

  • For joint marketing with other financial companies.

  • For our affiliates' everyday business purposes — information about your transactions, experiences, and creditworthiness.

  • For non-affiliates to market to you.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Protecting Confidentiality of Current and Former Client Information

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

Federal Law Gives You the Right to Limit Sharing

Federal law allows you the right to limit the sharing of your NPI by opting out of the following: sharing for affiliates' everyday business purposes — information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

SMS Communication & Mobile Messaging Privacy

Kingdom Wealth Advisers may communicate with clients via SMS text messaging for appointment reminders, account notifications, follow-up communications, and other client service purposes. The following applies to all mobile and SMS communications:

  • We will not share your mobile phone number, SMS opt-in consent, or any information obtained through the SMS consent process with third parties or affiliates for marketing purposes.

  • SMS consent is not shared with third parties.

  • Mobile opt-in data is collected solely for direct, conversational communication between Kingdom Wealth Advisers and our clients.

  • You may opt out of SMS communications at any time by replying STOP to any text message you receive from us.

  • For assistance, reply HELP or contact us at (602) 833-1515.

  • Standard message and data rates may apply depending on your mobile carrier.

  • Message frequency may vary based on the nature of our communication with you.

SMS Opt-In Consent: By providing your phone number and consenting verbally or in writing, you agree to receive conversational text messages from Kingdom Wealth Advisers. Your consent to receive SMS messages will never be shared with or sold to any third party or affiliate for any purpose, including marketing.

Definitions

  • Affiliates — Companies related by common ownership or control. They can be financial and non-financial companies.

  • Non-affiliates — Companies not related by common ownership or control. They can be financial and non-financial companies.

  • Joint marketing — A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

For the full SMS Terms and Conditions, visit: kingdomwealthadvisers.com/smsterms