Privacy Policy
Last Updated: July 15, 2025
OUR COMMITMENT TO PRIVACY
At Network Wealth Inc., we recognize how important personal privacy is to you and to all our clients. To provide the highest possible level of protection to you, we maintain standards designed to protect your privacy and prevent any misuse of your personal information. We have adopted the following principles and procedures which outline how we gather, protect, and use personal information, and how we will hold ourselves accessible and accountable to you. As used herein, "personal information" is any information that identifies you as an individual and includes information with respect to your name, address, age, gender, employment, finances, health, and lifestyle.
WHY IS PERSONAL INFORMATION COLLECTED?
We collect personal information to identify you as a person and to assist in our understanding of your current and future financial, health and lifestyle needs and determine the suitability of and properly administer the products and services we offer. Other information we ask for will depend on the products or services you request and, in most cases, will be required by the product or service provider selected or by law.
HOW DO WE COLLECT PERSONAL INFORMATION ABOUT YOU?
We will only collect information that is pertinent and consistent with the purposes of the collection. Whenever practical, we will collect the required information directly from you or your authorized representative(s), in completed applications and forms, through other means of correspondence, such as the telephone, mail and through your business dealings with us. With your consent, we may also obtain personal information about you from third parties such as your other financial advisors, legal advisors, and health care professionals. It is always your choice whether to provide personal information or to consent to our obtaining personal information about you from third parties. In many cases, you are free to refuse or withdraw your consent at any time. However, if you choose not to provide requested personal information or consents, we may not be able to provide certain products or services to you.
PROTECTION OF PERSONAL INFORMATION
We maintain security standards and procedures we consider appropriate to help prevent unauthorized access to confidential information about you. We retain your personal information only for as long as required for the reasons it was collected, or as required by law. When your personal information is no longer needed for the purposes explained to you or as required by law, we have procedures to destroy, delete, erase, or convert it to an anonymous form.
AUTHORIZATION AND CONSENT
By signing below, you consent to Network Wealth Inc. collecting, using, and disclosing your personal information for the purposes described in our privacy policies and for any other purpose
you authorize, or the law permits or requires. You further authorize and consent to your Agent ("Representative") creating and maintaining a client file for you, containing
information including personal information about you, that you provide to Network Wealth Inc. and that we will obtain in relation to your dealings with us.
DISCLOSURE AND USE OF PERSONAL INFORMATION
The disclosure of your personal information will be restricted to those who have a need for, and the right to, the information. Otherwise, Network Wealth Inc., will not sell, trade, or lend your persona! information to any third parties unless lawfully permitted or required, or we have your consent to do so. Your consent may be expressed in writing, or it may be given verbally, electronically, or through your authorized representative(s). We will imply your consent to use personal information collected from you for the purposes explained to you or to the collection and use of personal information from third parties identified by you for purposes of obtaining and administering the products and services you request. You may withdraw your consent for us to collect, use and disclose your personal information, if there are no legal or contractual reasons preventing you from doing so. Depending on the circumstances, however, withdrawal of your consent may impact our ability to obtain or continue the products and services you have requested.
We may use service providers to provide us with numerous services such as printing, mail distribution, information technology and administration. Where personal information is provided to our service providers, Network Wealth Inc. will require them to protect the information in a manner that is consistent with our privacy policies and practices.
CONTACTING US
If you have any questions or concerns about our privacy policies and practices, or you want to know more about the process for accessing and/or correcting your personal information or withdrawing or opting out of any express or implied consent, please contact our Privacy Officer at (825) 305-3998.