Privacy Policy

WHAT DOES SYNERGY FINANCIAL GROUP, LTD (the “Firm”) DO WITH YOUR PERSONAL INFORMATION?

Why?

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Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

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What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

■ Social Security Number, Income, financial goals and financial history

■ Account Balances and Account Number

■ Account Transactions and Assets

When you are no longer our customer, we continue to share your information as described in this notice.

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How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons the Firm chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does the Firm share?	Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or at your request to other service providers you identify to us acting on your behalf.	Yes	No
For our marketing purposes— to offer our products and services to you	Yes	No
For joint marketing with other financial companies	No	We don’t share
For our affiliates’ everyday business purposes— information about your transactions and experiences	No	We don’t share
For our affiliates’ everyday business purposes— information about your creditworthiness	No	We don’t share
For non-affiliates to market to you	No	We don’t share

Questions?

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Contact Palash Islam at 888 734-2006 xt 3 or via email at info@synergyfg.com.

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Who we are

What we do
How does the Firm protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with state and federal law. These measures include computer safeguards and secured files and buildings.
How does the Firm collect my personal information?	We collect your personal information, for example, when you: ■ Enter into an Investment Advisory Contract or Deposit Money ■ Open an Account or Seek Advice about your Investments ■ Seek Financial Advice or Provide Account Information
Why can’t I limit all sharing?	Federal law gives you the right to limit only: ■ Sharing for affiliates’ everyday business purposes—information about your creditworthiness ■ Affiliates from using your information to market to you ■ Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing.

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Who is providing this notice?

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Synergy Financial Group, LTD

Definitions
Affiliates	Companies related by common ownership or control. They can be financial and nonfinancial companies. ■ Synergy Financial Group, LTD has no affiliates.
Non-affiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. ■ Synergy Financial Group, LTD does not share with non-affiliates so they can market to you.
Joint marketing	A formal agreement between non-affiliated financial companies that together market financial products or services to you. ■ Synergy Financial Group, LTD does not jointly market.

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Other Important Information

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Information for Vermont, California and Nevada Customers

In response to a Vermont regulation, if we disclose personal information about you to non-affiliated third parties with whom we have joint marketing agreements, we will only disclose your name, address, other contact information, and information about our transactions or experiences with you.

In response to a California law, we automatically treat accounts with California billing addresses as if you do not want to disclose personal information about you to non-affiliated third parties except as permitted by the applicable California law. We will also limit the sharing of personal information about you with our affiliates to comply with all California privacy laws that apply to us.

Nevada law requires us to disclose that you may request to be placed on our “do not call” list at any time by calling 1-831-759-6300. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 88101; phone 1-702-486-3132; email BCPINFO@ag.state.nv.us.