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Our Commitment to Your Privacy

Atomi Financial Group, Inc. has a standing policy of protecting the confidentiality and security of information we collect about our clients and prospective client contacts. We will not share nonpublic information about you (“Information”) with third parties, outside of the professionals we work with, including our attorneys, accountants, and financial advisors, etc., and the professionals you work with, including your attorneys, accountants, and financial advisors, etc. (collectively, your “Professional Advisors”), to the extent necessary for them to assist with your representation.

Why We Collect and How We Use Information

We limit the collection and use of information to the minimum we require to deliver superior service to your Professional Advisors, and you. Such service includes debriefing, analysis, planning, implementation, management, etc., and administering our business.

How We Gather Information

We get most Information directly from you or your Professional Advisors, from your responses to our requests for information, from your tax returns, and from various other sources as part of our due diligence investigations. You may also periodically send us information for purposes of certain transactions or for management purposes. This information may be collected in person or electronically. We may verify this information or get additional information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, avocations or other personal characteristics, as well as transactions and interactions with or through your Professional Advisors, us or others.

How We Protect Information 


Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as for your planning, implementation, or management needs. We also maintain physical, electronic and procedural safeguards to protect Information which comply with all applicable laws. Employees who violate our Privacy Policy are subject to disciplinary process.

Disclosure of Information 


We may disclose any Information to or as directed by your Professional Advisors or when we believe it necessary for the conduct of our business, or where disclosure is required by law. For example, Information may be disclosed for audit purposes, to our attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help us prevent fraud. In addition, we may disclose Information to third party service providers (i) to enable them to provide business services for us or your Professional Advisors, such as performing computer related or data maintenance or processing services for us or your broker or investment advisor, (ii) to facilitate planning and transactions on your behalf, (iii) to assist us in creating new structures and transactions, etc., for your use or the use of your Professional Advisors, or (iv) for credit review and reporting purposes. Except in those specific, limited circumstances, without your consent, we will not make any disclosures of Information to other companies who may want to sell their products or services to you. For example, we do not sell your name to a catalogue company or telemarketer. It is our policy to require all third parties other than your Professional Advisors, which are to receive any Information to sign strict confidentiality agreements.

Former Customers 


Even if you are no longer our customer, our Privacy Policy will apply to you.

To Whom This Policy Applies 

This Privacy Policy applies to services provided by us in the United States, used primarily for personal, family, or household purposes (not business purposes).

Access to and Correction of Information 

If you desire to review any file we may maintain for your personal information, please contact us. If you notify us that any Information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.

Further Information

We reserve the right to change this Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. We believe that this notice complies with a recently enacted Federal law regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.

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