1031 exchange:
Privacy Notice

INTRODUCTION

This Notice is intended to describe how we collect, maintain and disclose customer information, and how you can choose how information about you is used by us. This Notice may be amended from time to time at our discretion.

COLLECTING INFORMATION ABOUT YOU

We collect nonpublic information about you from the following sources:

• Directly from you via phone, fax, email or our website
• From third party sources and the government, including information about your transactions.

DISCLOSURE OF INFORMATION ABOUT YOU

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

We may disclose the following information to affiliated companies or companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements:

• Information we receive from you on applications or other forms, such as your name and address.

If we decide to share your information with any unaffiliated company not described in the Notice or if we change the kind of information we share from that described in this Notice, we would inform you in advance. You will have an opportunity to opt out of disclosure when we notify you of any such disclosure plan.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

LINKS TO OTHER SITES

As a convenience to our Web site visitors, we sometimes provide links to other Web sites. These linked sites are not under the control of 1031x.com, and as such, we are not responsible for their content.  We encourage you to be aware when you leave our site and to read the privacy statements of any other site that collects personally identifiable information.

FAQs

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