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Call today to get our free information kit - Avoid the common 1031 exchange pitfalls!
Keep more of your money and put it back to work!
Title V of the Gramm-Leach-Bliley Act generally prohibits any financial institution, directly or through its affiliates, from sharing nonpublic personal information about you with a nonaffiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the Gramm-Leach Bliley Act, we are providing you with this Privacy Policy Notice, which sets out the privacy policies and practices of Sentry Exchange, LLC.
We believe that, in making you aware of how we use your nonpublic personal information, and to whom it is disclosed, this will form the basis for a relationship of trust between us and the public that we serve. Our Policies Regarding the Protection of the Confidentiality and Security of Your Personal Information In the course of our business, we may collect nonpublic personal information about you from the following sources:
Information we receive from you or your authorized representative on applications or other forms
Information about your transactions with us, our affiliates, or others;
Information we receive from our internet web sites;
Information we receive from the public records maintained by governmental entities that we either obtain directly from
those entities, or from our affiliates or others; and
Information we receive from consumer or other reporting agencies.
We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information from unauthorized access or intrusion. We limit access to your nonpublic personal information only to those employees who need such access in connection with providing products or services to you or for other legitimate business purposes. Unless it is specifically stated otherwise in an amended Privacy Policy Notice, no additional nonpublic personal information will be collected about you. Disclosure of nonpublic personal information We may disclose your nonpublic personal information with our affiliates, such as insurance companies and other real estate settlement service providers. We also may disclose your nonpublic personal information to:
agents, brokers or representatives to provide you with services you have requested;
third-party contractors or service providers who provide services or perform marketing or other functions on our behalf;Disclosures, Indemnities and Acknowledgments Page 3Exchange No. STG-100228-LH
and others with whom we enter into joint marketing agreements for products or services that we believe you may find of interest. In addition, we will disclose your nonpublic personal information when you direct or give us permission, when we are required by law to do so, or when we suspect fraudulent or criminal activities. We also may disclose your nonpublic personal information when otherwise permitted by applicable privacy laws such as, for example, when disclosure is needed to enforce our rights arising out of any agreement, transaction or relationship with you.
WE DO NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT YOU WITH ANYONE FOR ANY PURPOSE THAT IS NOT SPECIFICALLY PERMITTED BY LAW.
Former Customers
Even if you are no longer our customer, our Privacy Policy will continue to apply. We may store such information indefinitely, including the period after which any customer relationship ceased. Such information may be used for an internal purpose, such as quality control
efforts, auditing and customer analysis.
Questions regarding this statement should be directed to following:
Sentry Exchange, LLC.
Attn: Legal Department
7135 S Highland Dr, Suite 204
Salt Lake City, UT 84121
Tel. 385-237-1277
Email info@sentryexchange.com
Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner." If recommending other products or services, the exchange facilitator must disclose to the client that the exchange facilitator may receive a financial benefit, such as a commission or referral fee, as a result of such recommendation. The exchange facilitator must not recommend or suggest to a client the use of services of another organization or business entity in which the exchange facilitator has a direct or indirect interest without full disclosure of such interest at the time of recommendation or suggestion.