Last updated: 7/20/2022
This Privacy Policy applies to current and former clients of Integrity Wealth Solutions (IWS). We will
refer to any information that personally identifies our clients or client accounts as “personal
information.” IWS takes very seriously the security and handling of our client’s personal information.
- IWS collects personal information from clients during the normal course of business,
including personal financial information. This information may be shared with account
custodians as necessary to establish custodial relationships. Custodians are bound by law
and their own privacy policies to limit the distribution of personal information. - IWS will neither sell personal information to any outside parties, nor share personal
information with unrelated third parties except where required by law. - Third party vendors providing support services to IWS (including, but not limited to
software vendors) are contractually obligated to maintain strict confidentiality. - Personal information held electronically is secured, including a secure offsite backup.
- Personal information will be maintained by IWS for the duration of the client relationship,
and afterwards as dictated by governing law and guidelines established by the CFP Board.
After required retention, the information will be destroyed. - IWS restricts access to personal information by employees for business purposes only.
- In the event of any material changes being made to our privacy policy regarding how we
use your confidential information, we will provide written notice to you.
If you have questions about this Privacy Policy, please call us at 303.716.5777 and ask to speak to the
Chief Compliance Officer.