Privacy Policy
Crosspoint Capital Management, LLC dba Crosspoint Planning (“Crosspoint”) collects non-public personal information about its clients from applications and other forms, which they receive from their clients and from oral and e-mail communications. Sanctuary may also receive information from consumer reporting agencies.
We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us in the course of providing services to you. We may use this information to open an account for you, to process a transaction for your account or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, as permitted by law. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them.
If you prefer that we not disclose non-public, personal information about you to non-affiliated third parties, you may opt out of those disclosures. That is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to non affiliated third parties, you may write to the following address:
Crosspoint Capital Management, LLC
P.O. Box 809
Orinda, CA, 94563
We restrict access to non-public personal information about our clients to those representatives and employees who need to know that information to provide products or services to you. Crosspoint maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.
We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us in the course of providing services to you. We may use this information to open an account for you, to process a transaction for your account or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, as permitted by law. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them.
If you prefer that we not disclose non-public, personal information about you to non-affiliated third parties, you may opt out of those disclosures. That is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to non affiliated third parties, you may write to the following address:
Crosspoint Capital Management, LLC
P.O. Box 809
Orinda, CA, 94563
We restrict access to non-public personal information about our clients to those representatives and employees who need to know that information to provide products or services to you. Crosspoint maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.
