FOSTER GROUP PRIVACY STATEMENT
1001 Grand Avenue, West Des Moines, IA 50265
PURPOSE
We are providing you with this information as required by Regulation S-P adopted by the Securities and Exchange Commission.
INFORMATION ABOUT YOU THAT WE COLLECT
We collect non-public personal information about you from the following sources: information we receive from you in preparing financial plans or completing custodial account applications or other forms and information about your financial transactions with us, our affiliates, or others.
OUR USE OF INFORMATION ABOUT YOU
As permitted by law, we may disclose some or all of the information we collect to independent parties that service your account in order to provide services that you request. These service providers may include custodians or other broker-dealers and banks; and others who provide services to us, such as parties who provide technical support for our systems and our legal and accounting professionals, as well as government agencies and other parties as permitted by law.
WE RESPECT YOUR PRIVACY
It is our policy to treat customer information in a secure and confidential manner. We do not sell customer information. We do not provide customer information for marketing purposes to any outside parties. We may, however, be required to disclose client financial information to outside service providers in compliance with applicable laws. Even if you decide to close your account(s) or become an inactive client, we will adhere to the privacy policy described above.
HOW WE PROTECT YOUR CONFIDENTIAL INFORMATION
We restrict access to non-public personal information about you to employees who need that information to provide investment services to you, or to employees who assist those who provide those services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information. We ensure that the privacy of your nonpublic personal information is maintained at all times, including during the disposal of information that we are no longer required to maintain. For example, whenever possible, we shred paper documents and records prior to disposal, require off-site storage vendors to shred documents maintained in such locations prior to disposal, and erase and/or obliterate any data contained on electronic media in such a manner that the information can no longer be read or reconstructed.