Privacy
Neil Supraner, CFP® and its wholly owned subsidiaries, are committed to protecting the confidentiality of the information furnished to us by our clients. We are providing you this information as required by Regulation S-P adopted by the Securities and Exchange Commission.
Information About You That We Collect
We collect nonpublic personal information about you, including but not limited to, name, address, Social Security number and financial information from the following sources: information we receive from you on applications or other forms or through our website; information we receive about your transactions with us, our affiliates or others; and information we may receive from a consumer reporting agency.
Our Use of Information About You
As permitted by law, we may share information about you with other companies in the Neil Supraner, CFP® family - that is, companies that are owned by Neil Supraner, CFP® Financial. That information may include information shared by the Eagle Family of Funds with Neil Supraner, CFP® broker/dealers and investment advisors, and information shared among other Neil Supraner, CFP® service providers, such as financial advisors and insurance and annuity consultants.
In addition, we may share information about you with certain nonaffiliated third parties, including service providers (e.g., mutual fund companies), nonfinancial companies (e.g., software developers), and others (e.g., consulting firms) in order to help us run our business, manage your accounts, provide professional services, or help us market our products and services to you. We may also share information about you with other financial institutions with which we have joint marketing agreements. These financial institutions have agreed to treat any such information as confidential and not share such information with any other parties except as permitted by law or regulation. Otherwise, we do not disclose any nonpublic personal information about you to anyone except as permitted by law or regulation. You also may have other protections under applicable state laws. To the extent these state laws apply, we will comply with them when we share information about you. We follow the same policy with respect to nonpublic personal information received from all clients and former clients.
When Financial Advisors Leave Neil Supraner, CFP®
Financial advisors may change brokerage and/or investment advisory firms and nonpublic personal information collected by your financial advisor may be received or taken by your financial advisor to the new firm so that he or she can continue to service your account(s) at the new firm. If you do not want your financial advisor to utilize and/or transfer this information to another firm, please contact 407-937-2234 to opt out of this information sharing. If your primary address is in an "opt-in" state (such as California and Vermont), which requires your affirmative consent to share your nonpublic information with the financial advisor's new firm, then you must give your written consent before Neil Supraner, CFP® will allow your financial advisor to take your nonpublic information with him or her. You can withdraw your consent at any time by contacting 407-937-2234.
How We Protect Your Confidential Information
Neil Supraner, CFP® has policies that restrict access to nonpublic personal information about you to those employees, associates and others who have need for that information to help us run our business, manage your accounts, market or provide investment alternatives or services to you, or to employees, associates and others who assist those who help us run our business, manage your accounts, or market or provide investment alternatives or services to you. Additionally, we maintain physical, electronic, contractual and procedural safeguards to protect your nonpublic personal information.
Internet Privacy Statement
Supraner Financial Group is committed to online privacy.
Visitors may browse the Neil Supraner, CFP® website to learn about our many services, get delayed quotes and find career opportunities without giving any personal information. Any information collected on this site is used only to find the needed information and is not kept in any format. For example, the ZIP code entered for the Office Locator system is used only to locate the closest Neil Supraner, CFP® offices. Personal information is only made available when site visitors volunteer it, through our Contact Us page, to request that a Neil Supraner, CFP® financial advisor contact them. This information is sent to the financial advisor through e-mail and is not collected in any other format.
Website visitor information (with respect to non-clients) is collected with the use of computer IP addresses on an aggregate, anonymous basis, in which no personal information is associated with the data. This data is gathered through the use of web server log files where site activity is stored. The information is used to help diagnose problems with our server, measure the use of our website content and to administer our website. None of the information gathered by the web server is associated with a site visitor as an individual. Although this contains no personal information other than the IP address, it may be used to track down an individual who is attacking or misusing our resources. Cookie files are used on the site to help visitors navigate the site more easily.
We do store information regarding actions taken by clients when they access their client accounts. This information may be provided to the client's financial advisor and to other Neil Supraner, CFP® employees who provide services or products to the client.
Neil Supraner, CFP® offers online services via Investor Access to a limited segment of its client base. To protect our client information, users are required to log in using a unique user name and password. Neil Supraner, CFP® uses encryption technology to secure client data as it is being transferred between computers and also has implemented a combination of computer hardware and software to keep unauthorized users from accessing information on Neil Supraner, CFP®' computer network.
This site contains links to other websites. Raymondjames.com is not responsible for the privacy practices or the content of such websites.
The Neil Supraner, CFP® Internet Privacy Statement applies to U.S. clients and website visitors only.
Supraner Financial Group may change this privacy statement at any time. Any changes or updates will be effective immediately upon posting to this site.