All information given to Devenir and all recommendations and advice furnished by Devenir to its clients will be kept confidential and will not be disclosed to anyone, except as Devenir may so agree in writing or as may be required to do so by law. Devenir does not sell personal client information to third parties.
Devenir will collect non-public information about its clients as part of this engagement. This information will be obtained directly from the client and includes, but is not limited to, details such as the client’s date of birth, social security number, financial account numbers and balances, tax returns, sources and amounts of income, home addresses and telephone numbers.
As part of Devenir’s policy, Devenir restricts access to confidential personal information about its clients to those Devenir employees and/or representatives who need to know that information in order to provide products or services to its clients. Devenir maintains physical, electronic, and procedural safeguards to comply with federal standards to guard its clients’ confidential personal information.
Should a client agree to accept financial services provided by Devenir, Devenir may share the client’s non-public information with certain affiliated and non-affiliated third parties. Devenir may maintain agreements with various affiliated or non-affiliated entities who may act as the custodian and account holder for clients of Devenir and securities may be offered directly through Devenir or other broker-dealers properly engaged by Devenir. These third-party institutions may require agreements to establish a Devenir client’s account with them. Devenir will only share the appropriate customer non-public information needed to facilitate these account agreements on behalf of its clients.
If you have any questions or concerns regarding this policy, you may contact Devenir Group, LLC at 952-446-7400 or by email firstname.lastname@example.org.