Collection of Your Personal Information
SafeMoney.com collects personal information such as your name, home or work address, or telephone number. SafeMoney.com also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, interests, and favorites.
There is also information about your computer hardware and software that is automatically collected. This information can include: your IP address, browser type, domain names, access times, and referring website addresses. This information is used by SafeMoney.com for the operation of the service, to maintain the quality of the service, and to provide general statistics regarding the use of the SafeMoney.com affiliated websites.
Use of Your Personal Information
SafeMoney.com uses your personally identifiable information to inform you of other products or services available from SafeMoney.com and its affiliates. SafeMoney.com may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered. SafeMoney.com may share your personal information only with affiliated representatives and only if you ask an expert or reach out to a representative through our affiliated websites.
SafeMoney.com does not sell, rent, or lease its customer lists to third parties. SafeMoney.com may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (name, address, telephone number) is not transferred to the third party. In addition, SafeMoney.com may share data with trusted partners to help us perform statistical analysis, send you postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to SafeMoney.com, and they are required to maintain the confidentiality of your information.
SafeMoney.com does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent. SafeMoney.com keeps track of the websites and pages our customers visit within SafeMoney.com affiliated websites to determine what SafeMoney.com services are the most popular. This data is used to deliver customized content and advertising within SafeMoney.com to customers whose behavior indicates that they are interested in a particular subject area. SafeMoney.com websites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on SafeMoney.com or the site; (b) protect and defend the rights or property of SafeMoney.com; and, (c) act under exigent circumstances to protect the personal safety of users of SafeMoney.com, or the public.
Security of Your Personal Information
SafeMoney.com secures your personal information from unauthorized access, use, or disclosure. SafeMoney.com secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use, or disclosure.
Information Security Policy
SafeMoney.com implements comprehensive information security practices to ensure the confidentiality, integrity, and availability of all data. Our strategy includes strict access controls, encryption of sensitive data, and continuous monitoring. Regular audits and compliance with industry standards are integral to our policy. All employees must adhere to these guidelines to protect company and client data, preventing unauthorized access, data breaches, or other information security risks.
Cybersecurity Policy
SafeMoney.com is committed to maintaining a robust cybersecurity framework to safeguard against evolving cyber threats. Our policy includes deploying industry-leading firewalls, intrusion detection systems, encryption standards, and continuous system monitoring. We conduct regular penetration testing, vulnerability assessments, and employee cybersecurity training to ensure compliance and resilience. In the event of a cyber incident, our response team ensures rapid detection, containment, and remediation to protect our clients’ interests.
Broker-Dealer Compliance & Disclosure Statement
SafeMoney.com is an independent educational platform and does not offer or facilitate the sale of securities, investment advisory services, or other FINRA/SEC-regulated products. SafeMoney.com and its operators are not registered as broker-dealers, investment advisers, or insurance producers.
From time to time, financial professionals, including licensed insurance agents and independent financial educators, may appear or be featured on SafeMoney.com. These individuals are not employees or representatives of SafeMoney.com, and their inclusion does not constitute an endorsement, sponsorship, or approval of any specific financial product, strategy, or firm.
Any communication or interaction between users and financial professionals facilitated through SafeMoney.com is strictly educational and non-transactional in nature. It is the responsibility of the user and the financial professional to comply with applicable regulations, including but not limited to communications supervision, advertising review, and recordkeeping as required by their respective broker-dealers or regulatory bodies.
If you are a registered representative affiliated with a broker-dealer, you must obtain appropriate approvals from your supervising firm before appearing on or contributing to SafeMoney.com.
Changes to This Statement
SafeMoney.com will occasionally update this Statement of Privacy to reflect company and customer feedback. SafeMoney.com encourages you to periodically review this Statement to be informed of how SafeMoney.com is protecting your information.
Contact Information
SafeMoney.com welcomes your comments regarding this Statement of Privacy. If you believe that SafeMoney.com has not adhered to this Statement, please contact SafeMoney.com. We will use commercially reasonable efforts to promptly determine and remedy the problem.
Subscription Management
If you would like to be removed from our mailing list, please contact us and request to opt-out of any future contact.
