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Privacy is VERY important.
As I serve your financial needs,
I am committed to safeguarding
your nonpublic personal information. The Privacy Policy contained
here will describe my practice for collecting and protecting your
nonpublic personal information. This Policy is applicable to me,
Don Loper, Loper Financial Group, LLC. and ALL affiliates we
might have dealings with in the process of handling & processing
your investments and other personal data.
The information we collect.
I/We obtain nonpublic personal information about you such as your
name, address and social security number from information we
receive on applications and other forms you provide to us,
as well as from your shared dealings with Loper Financial Group,
LLC.,
other professional services such as attorney’s, accountants and
other
business and financial personnel. I/We also receive information
about your transactions, such as the purchase and redemption of
fund shares, balances and transactions from a variety of sources.
As your Financial Advisor and Coach I often obtain VERY private
information about you, your investments, your health and many other
VERY personal things about you, your family and your life in order
to provide complete service to you and your family needs.
Sharing of Nonpublic Personal
information with affiliates.
I/We consider your Nonpublic information to be private and
confidential.
I/We may share SOME but not necessarily ALL of this information
with our affiliates so that we may process and service your
transactions
and financial needs- but no more than needed to complete the desired
transactions and process your specific applications. Per your
instruction.
Sharing of Nonpublic
Personal information with Third Parties.
I/We will NOT share, distribute or sell nonpublic personal
information
about you or any former customer to any party except as required by
law or permitted by laws enacted to protect your privacy. I do NOT
provide ANY information about you, your name, address, phone or
e-mail
addresses with anyone, for any reason, without your specific written
approval ahead of time.
Security Practices.
I/We protect your nonpublic personal information by maintaining
physical,
electronic and procedural safeguards. Any personal accounts
information
provided for you by affiliate companies we might use offer a high
level of
Internet Security by providing 128-bit data encryption, Secure
Socket Layer
(SSL) protocol, user names, passwords, and other precautions. I/We
make sure ahead of time that all the companies I use or recommend
have
implemented safeguards to ensure that access to your private account
information is limited to YOU and employees who need it to service
your accounts. These employees are aware of their responsibility to
respect
the confidentiality of your information and are committed to that
confidentiality.
Please be assured that I/We will abide by the law to protect
your nonpublic personal information.
Respectfully,
Donald M.
Loper
President
My Financial Services
Privacy Policy

Got a Question?
Don Loper
Toll Free 1-866-636-7614
E-Mail:
dloper@cfiemail.com
Office of Supervisory Jurisdiction:
Centaurus Financial., 110 Schiller Street, Suite 210, Elmhurst, IL. 60126
Phone 1-(630) 530-0345.
Securities offered through: Centaurus Financial, Inc.,
333 City Blvd West, Suite 2010,
Orange, CA 92868, Member SIPC & FINRA (Previously NASD)
Phone 1-(714)456-0852,
http://www.centaurusfinancial.com
Securities offered through Centaurus Financial, Inc., a registered
broker/dealer and a
member of FINRA & SIPC. This is not an offer to sell
securities, which may be done only after proper
delivery of a prospectus and client suitability has been reviewed and determined.
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