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Privacy Notice (GLBA)

The Privacy Notice (GLBA) applies to all SagePoint Financial clients and describes how we collect, share and protect personal information in order to conduct business. Furthermore, this notice details the type of information sharing which you can limit and indicates how to do so.

Pursuant to the Gramm Leach Bliley Act this notice is provided annually to all active SagePoint Financial clients.

Download the Privacy Notice (GLBA)