Privacy Policy

Sandalwood Securities, Inc. is required by law to inform clients of its policies regarding privacy of client information. Maintaining the trust and confidence of our investors is of paramount importance. We are committed to safeguarding your personal information and providing you with facts about how this information may be shared. Please read this notice to learn more about our privacy policies, which may be amended at any time.

Types of nonpublic personal information we collect
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This information may include your name, address, social security number, assets, income and information about your transactions with us and others.

Parties to whom we disclose information
We do not and will not sell your personal information to anyone, for any reason, at any time.  For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by you. Required disclosures may include, for instance, providing information to government agencies, courts, parties to lawsuits or regulators, in response to a subpoena. Permitted disclosures may include, for instance, providing information to our employees and, in limited situations, to unrelated third party service providers who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of any information being shared.

Protecting the confidentiality and security of current and former clients’ information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and comply with applicable law. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with U.S. regulations. Our employees have limited access to your personal information, based upon their responsibilities. All employees are instructed to protect the confidentiality of your personal information as described in these policies, which we strictly enforce.

Please call us if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.