G.A. Repple & Company realizes and values that each one of our clients has entered into a trust relationship with us. Therefore, respecting the privacy and security of your non-public personal information is a top priority. G.A. Repple & Company’s primary client goal is to safeguard your privacy while offering the best products and services that are available. By law, we are required to periodically disclose to you our Privacy Policies.
G.A. Repple & Company will not nor has ever disclosed any of our customers’ or former customer’s nonpublic personal information to any outside third parties, except where required by law. Required disclosures are made, for example, to securities regulators, Internal auditors and to vendors and product sponsors assisting us in opening, maintaining or servicing your account.
To service your accounts we do collect and use personal information from such sources as information reported by you on applications or other forms you provide to us, or information about your transactions with us or our affiliates and product sponsors.
Once this information is collected by us or through affiliates it is then queued into an online system which is used by G.A. Repple & Company and it’s affiliates as a means to pool together pertinent non-public personal information. Pooling this information together into one source facilitates our ability to properly monitor the correctness, suitability, and timeliness of business transactions within individual accounts.
Safeguarding Your Information
In order to implement the SEC’s rule, we will continue to internally safeguard your non-public personal information by restricting access to only those employees who provide products or services to you or those who need access to your information in order to service your account. G.A. Repple & Company has implemented many physical and procedural safeguards for protecting non-public personal information that is kept online. Password protection, SSL Encryption, Virus scans, and fire walls and the like have all been utilized to safeguard your online non-public personal information while giving us an opportunity to better service your needs.
Opt Out Policy
The registered securities representative with whom you have established a relationship is an independent financial professional who has introduced your accounts to us. If your financial professional should decide to move his/her practice to a different broker/dealer, we will permit that professional to take your account information with him/her.
OPT OUT: You may request that we do not permit your financial professional to continue to have access to your information after he/she leaves our broker/dealer, and that we assign another G.A. Repple & Company associate to handle your accounts instead. In that case, your accounts would remain at G.A. Repple & Company.
To request that we limit access to your information as described above, send us a written request at 101 Normandy Road, Casselberry, FL 32707.