THE STEWARD FAMILY OF FUNDS IS COMMITTED TO PROTECTING YOUR PRIVACY
OUR COMMITMENT TO YOU
- We value the trust of our customers and will continue to recognize the importance of holding your personal financial information as confidential.
- We will use information responsibly in order to protect you from fraud, offer you improved products and services, and comply with legal obligations.
- We will maintain accurate customer information and respond promptly to customer requests to correct information.
- We will require companies with which we do business to use our customer information appropriately and to safeguard the confidentiality of such information.
THE STEWARD FUNDS COLLECT INFORMATION THAT MAY INCLUDE:
- Information that we receive from you personally on applications, forms, or other correspondence, such as your name, address, phone number, social security number, and e-mail address.
- Information about your transactions with us, such as your account holdings and transaction history.
DISCLOSURE OF INFORMATION
We do not disclose any Information about our customers or former customers to third parties except to
the extent necessary to service your account, as permitted by law.
WE PROTECT NON-PUBLIC PERSONAL INFORMATION ABOUT FORMER CUSTOMERS
If you decide to close your account(s), we will continue to adhere to the privacy policies and practices provided in this notice.
WE HAVE SAFEGUARDS IN PLACE
We have safeguards in place to protect the confidentiality, security and integrity of your non-public personal information. We restrict access to non-public personal information to those who need to know that information in order to service your account. We maintain physical, electronic and procedural safeguards that comply with government requirements to guard non-public personal information.
We appreciate the opportunity to serve your investment needs. We pledge to follow the policies, safeguards and guidelines as described in this notice, and to protect the confidentiality of your information. Your relationship is very important to us, and we will take great care to honor these commitments to you. Thank you for choosing the Steward Funds.
For more information about the Steward Funds privacy notice, please call 888-556-5369.
Steward Funds distributed by Capstone Asset Planning Company, Inc. (Member FINRA)