Privacy Policy

At Integrated Financial Concepts, protecting the privacy and the confidentiality of your personal information is always of utmost importance. We value your business and the trust you place in us. In order to offer you superior financial products and services, we must collect, maintain and use certain personal information about you. To help you better understand how your personal information is protected at Integrated Financial Concepts, we are providing you with the following statement, describing our practices and policies with respect to the privacy of your information.


The primary reason we collect and maintain customer information is to serve you and administer the products and services you request. The type of personal information we collect varies according to the products or services you request and may include the following:

  • Information included on your application and related forms (such as name, address, telephone number, Social Security number, assets and income information);
  • Information about your relationship with us (such as products or services purchased through us, account number(s), and your account balances);
  • Information about other financial transactions (such as other investment accounts or products maintained or purchased from other firms)

This information may be learned directly from you, from brokerage statements or other information you authorize us to receive, or from information we receive from you on applications or other forms.


In order to protect the confidentiality of your personal information, Integrated Financial Concepts commit to you as follows:

  • We will safeguard and keep confidential, pursuant to company security procedures, any personal information that you provide us or that we obtain on your behalf. We maintain physical, electronic and procedural safeguards to maintain the confidentiality of your personal information.
  • You do not need to call or do anything as a result of this notice. It is meant to inform you of how we safeguard your non-public personal information. You may wish to file this with your personal financial records. We restrict access to your personal information to authorized individuals who need to know that information to manage your account relationship.
  • We will limit the use of your personal information to the extent necessary to service your account and to administer our business.
  • If we hire outside organizations to provide support services, we will require them to maintain the confidentiality of your personal information to the same extent that we do.
  • We will not disclose your personal information to any external part or organization, except as permitted or required by law.
  • We will not sell any personal information about you to any third party for any reason.

Integrated Financial Concepts PRIVACY PROTECTION POLICY

This Privacy Protection Statement has an effective date of October 1, 2013. We retain the right to change this policy at any time after providing you with reasonable notice to the change(s). Any change(s) or updates of our official Privacy Protection Policy will become effective immediately upon mailing notice of the change(s) to you. We can be contacted regarding any questions or concerns with regard to this statement by writing or calling:

Integrated FInancial Concepts
2525 Camino Del Rio South,
Ste 320
San Diego, CA 92108
Tel: 619.220.8777

The Integrated Financial Concepts Privacy Protection Statement and official Privacy Protection Policy are intended to comply with the applicable laws and regulations.