Privacy Policy

NOTICE REGARDING TREATMENT OF CONFIDENTIAL INFORMATION

Benchmark Financial Group, LLC and Client One Securities, LLC strongly believes in protecting the confidentiality and security of information it collects about you. This Notice describes our firm’s privacy policy and describes how we treat the information we receive about you.

Why We Collect And How We Use Information

When we evaluate your request for our services and products, provide investment advice to you, and process investment transactions for your account, you typically provide us with certain personal information necessary for us to provide these services to you. We may also use that information to offer you other services we provide which may meet your financial needs.

What Information We Collect

The personal information we collect may include:

• Name and address;
• Social Security or taxpayer-identification number;
• Assets;
• Liabilities;
• Age;
• Occupation;
• Income;
• Account holdings and balance;
• Investment objectives and risk tolerance;
• Investment activity;
• Accounts at other institutions; and
• Other financial and personal information.

How We Protect Information

We do not sell your personal information to anyone.

We treat information about current and former customers and their accounts in a confidential manner. Our employees may access information and provide it to third parties only when completing a transaction at your request or providing our other services to you.

We also maintain physical, electronic, and procedural safeguards to protect information. Employees and our managers and counselors are required to comply with our established information confidentiality guidelines.

Disclosure of Information

At your request, we may disclose information to attorneys, accountants, lawyers, securities professionals, and others to assist us, or them, in providing services to you. We may also share information with companies that perform services on our behalfs, such as the companies that we hire to perform marketing or administrative services. Companies we may hire to provide support services are not allowed to use your personal information for their own purposes. We may make additional disclosures as permitted by law.

We allow Representatives servicing your account to retain your personal information in the event they leave our firm. If you prefer to “opt-out” and not allow your Representative to retain personal information about you when the Representative leaves, you may do so by writing to us or calling the number at the end of this Notice.

Access to And Correction of Information

Generally, upon your written request, we will make available information for your review.

Information collected in connection with, or in anticipation of, any claim or legal proceeding involving us will not be made available.

If your personal information with us becomes inaccurate, or if you need to make a change to that information, please contact us at 913-227-4224 so we can update our records.

WHAT INFORMATION DO WE COLLECT?

Information automatically collected

In Short:   Some information — such as IP address and/or browser and device characteristics — is collected automatically when you visit our website.

We automatically collect certain information when you visit, use or navigate the website. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our website and other technical information. This information is primarily needed to maintain the security and operation of our website, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies.

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In Short:  We may use cookies and other tracking technologies to collect and store your information.

We may use cookies and similar tracking technologies (like web beacons and pixels) to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Policy below.

COOKIE POLICY

What are cookies?

Cookies are simple text files that are stored on your computer or mobile device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers.

What types of cookies do we use?

Analytical cookies

These cookies enable us and third-party services to collect aggregated data for statistical purposes on how our visitors use the website. These cookies do not contain personal information such as names and email addresses and are used to help us improve your user experience of the website.

How to delete cookies?

If you want to restrict or block the cookies that are set by our website, you can do so through your browser setting. Alternatively, you can visit www.internetcookies.org, which contains comprehensive information on how to do this on a wide variety of browsers and devices. You will find general information about cookies and details on how to delete cookies from your device.

Contacting us

If you have any questions about this cookie policy or our use of cookies, please contact us.