Sozo Investments respects and enforces the privacy expectations of our visitors and potential clients. This notice discusses what kinds of information we collect about our clients and how this information may be disclosed to third parties who may or may not be affiliated with Sozo Investments.
Sozo Investments’ main purpose in collecting information from visitors and potential clients is for communication. We do not sell your personal information to anyone.
Sozo Investments is affiliated with Nabers Financial as a Program Partner and we work with Nabers Financial on a regular basis to fulfill the needs of our clients.
We do not disclose personal information to third parties who are not affiliated with Sozo Investments or Nabers Financial, unless one or more of the following circumstances exists;
As Authorized – if you request or authorize the disclosure of the information.
As Permitted by Law – for example, sharing information with companies who maintain or service customer accounts for Sozo Investments is permitted and is essential for us to provide clients with necessary or useful services with respect to their accounts. Furthermore, we may disclose or report personal information, such as account and transaction data, where we believe in good faith that disclosure is required or permitted under law.
Assignment & Outsourcing – Sozo Investments will disclose your information with affiliated third party administration companies as needed for the sole purpose of fulfilling the duties prescribed in your service agreement.
Outside Counsel – Sozo Investments contracts generally include consultation with outside counsel. Your information will be available to the outside counsel in order to facilitate prompt communication and completion of your contract.
Information Collection, Use, and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.
We use “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.
Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:
• See what data we have about you, if any.
• Change/correct any data we have about you.
• Have us delete any data we have about you.
• Express any concern you have about our use of your data.
We train our staff to safeguard personal information of our visitors and potential clients, and they are required to use such information for business purposes only. Sozo Investments maintains the following policies and procedures regarding privacy with its staff:
Sensitive information stored electronically in our databases is encrypted and access to this information is controlled.
Paper files containing sensitive information are kept in secure areas where access is closely controlled and monitored.
This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
Questions & Concerns
Privacy and Security are very important to Sozo Investments. If you have any questions, feel free to contact us.