The O’Hagan Group Privacy Policy

Privacy Policy Notice

Rev. June, 2021

What does O’Hagan Group, Inc. do with your financial information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and assets
  • Transaction history
  • Credit history and credit scores (if applicable, confirm with client)

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons O’Hagan Group, Inc. chooses to share, and whether you can limit this sharing.

Reasons We Can Share Your Personal Information

For our everyday business purposes

Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.

  • Does O’Hagan Group, Inc. share? Yes
  • Can you limit this sharing? No

For our marketing purposes

To offer our products and services to you.

  • Does O’Hagan Group, Inc. share? Yes
  • Can you limit this sharing? No

For joint marketing with other financial companies

  • Does O’Hagan Group, Inc. share? No
  • Can you limit this sharing? Not Applicable

For our affiliates’ everyday business purposes

Information about your transactions and experiences.

  • Does O’Hagan Group, Inc. share? No
  • Can you limit this sharing? Not Applicable

For our affiliates’ everyday business purposes

Information about your creditworthiness.

  • Does O’Hagan Group, Inc. share? No
  • Can you limit this sharing? Not Applicable

For our affiliates to market to you

  • Does O’Hagan Group, Inc. share? No
  • Can you limit this sharing? Not Applicable

For nonaffiliates to market to you

  • Does O’Hagan Group, Inc. share? No
  • Can you limit this sharing? Not Applicable

Questions?

Call (610) 625-8855.

Who We Are

Who is providing this notice?

O’Hagan Group, Inc.

What We Do

How does O’Hagan Group, Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building.

How does O’Hagan Group, Inc. collect my personal information?

We collect your personal information, for example, when you:

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies.

Definitions

Affiliates

Companies related by common ownership and control. They can be financial and nonfinancial companies.

  • We do not share with our affiliates.

Nonaffiliates

Companies not related by common ownership and control. They can be financial or nonfinancial companies.

  • We do not share with nonaffiliates so that they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • We do not jointly market.