Privacy Policy
What Does Dorval & Chorne Financial Advisors Do WIth Your Personal Information?
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- account balances and transaction history
- investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Dorval & Chorne Financial Advisors chooses to share; andwhether you can limit this sharing.
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.
| Reasons We Can Share Your Personal Information | Does Dorval & Chorne Share? | Can You Limit This Sharing? |
|---|---|---|
|
For our 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 |
YES |
NO |
|
For our marketing purposes—
to offer our products and services to you |
YES |
NO |
|
For joint marketing with other financial companies |
NO |
We Don’t Share |
|
For our affiliates’ everyday business purposes—
information about your transactions and experiences |
NO |
We Don’t Share |
|
For our affiliates’ everyday business purposes—
information about your creditworthiness |
NO |
We Don’t Share |
Questions?
Call 612-436-3714
Who We Are
Dorval & Chorne Financial Advisors.
What We Do
How does Dorval & Chorne Financial Advisors protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Dorval & Chorne Financial Advisors collect my personal information?
We collect your personal information, for example, when you:
- open an account or give us your income information
- tell us about your portfolio or deposit money
- enter into an investment advisory contract
We also collect your personal information from others, including affiliates and other companies.
Why can’t I limit all sharing?
- Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
■ We have no affiliates
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
■ Dorval & Chorne Financial Advisors does not share with nonaffiliates so they can market to you
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
■ Dorval & Chorne Financial Advisors does not jointly market
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Who we share your data with
If you fill out a contact form, a confirmation email will be sent to the address you provide with the information you entered in the form.
Where your data is sent
If you fill out a contact form, the information you entered in the form will be emailed to us and stored in a database on our server.