Privacy Policy

OUR COMMITMENT TO YOU
When you become a client of MG Financial Group you entrust us with not only your financial assets but also with personal information about you. We treat this information as confidential and recognize the importance of protecting access to it.

THE TYPE OF INFORMATION WE COLLECT ABOUT YOU
In the course of doing business with our clients, we collect nonpublic information about you. You typically provide personal information when you become a client or when you request a transaction that involves MG Financial Group. This nonpublic information may include information regarding your name and address, social security number, assets, income, account balance, bank account information, personal tax information and investment activity.

WHAT WE DO WITH YOUR PERSONAL INFORMATION
We do not sell information about our current or former clients to third parties, and we do not disclose it to third parties unless requested by our client or necessary to process a transaction, service an account, or as permitted by law. We may share information with companies that perform administrative services for us. However, our contracts restrict the companies from using our client information for any other purpose than that for which they have been hired.

HOW DO WE SAFEGUARD YOUR PERSONAL INFORMATION
To protect your personal information, we maintain physical, electronic and procedural safeguards to guard your personal information. Our Privacy Policy, which applies to all our employees, restricts the use of client information and requires that it be held in strict confidence.

WE’LL KEEP YOU INFORMED
If we change our Privacy Policy with regard to disclosing your confidential information, we are required by law, to notify you and provide you a revised notice.