투명하고 뚜렷한 프로세스
각 단계마다 서로 의사소통이 원활하게 이루어질 수 있도록 투명하고 뚜렷한 프로세스를 제공해드립니다.
▪ 프로젝트 진행 기간동안 재테크 토픽에 관해 자유롭게 질문을 하실 수 있습니다.
▪ 각 분야마다 고객이 필요한 만큼 교육 및 설명을 제공해드릴 수 있습니다.
▪ 모든 과정은 온라인 미팅 및 원격 communication으로 진행됩니다.
▪ 재정 플랜을 완성하는 과정에서 최소 2회의 Zoom/Google Meeting형태의 회의를 진행합니다.
▪ 재정 플랜은 약 2달간 진행되며, 비용은 사전에 fixed price로 견적을 통해 정합니다.
▪ 플랜 완성 후에는 지속적으로 자문을 받는 서비스나 투자관리 서비스 옵션이 있습니다.
재정 설계 기본 프로세스
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We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.
Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.
What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.
Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.
Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.
Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.
If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.