Privacy Notice + CRS

Pacific Sun Financial has designed this privacy policy to protect the confidentiality of information we receive about our current and former customers.

Nonpublic Personal Information Collected:

PSF collects nonpublic personal information about you from the following sources: (a) information received from you in connection with applications and other forms for establishing and maintaining your investment accounts, (b) information about your transactions with us, our affiliates or others, and (c) information we receive from a consumer reporting agency.

Disclosure of Nonpublic Personal Information:

PSF will not disclose any nonpublic personal information collected about you except to nonaffiliated third parties in connection with the creation or maintenance of your investment account(s) and to help us process transactions for your account(s), and to affiliated companies. PSF will disclose nonpublic personal information only to nonaffiliated third parties who are financial service providers, such as custodians, open and closed-end mutual fund companies, variable life insurance companies, or other companies whose products are sold by PSF or companies we may use to provide services for us.
We do not disclose any nonpublic personal information about our customers or former customers to any other persons, except as permitted by law, or with your consent.

Protection of Your Information:

PSF and its affiliates take precautions to ensure your nonpublic personal information is protected and accessed only by authorized individuals or organizations. Within PSF and its affiliates, we restrict access to nonpublic information about you to employees and agents who need to know the information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Form CRS – Client Relationship Summary