Privacy Policy:
We at CLF, Limited are committed to protecting the privacy of you, our valued clients. We have always, and will always protect your nonpublic personal information. Because CLF, Limited is an insurance agent and registered representative of KMS Finacial Services, we have to collect your information to provide you with products and services. At times we may be required to share your information, such as assisting with claims issues or processing applications. The following notice describes our policies and practices with regard to collecting and disclosing nonpublic personal information about our customers and former customers.
Confidentiality and Security of Your Nonpublic Personal Information
We maintain appropriate physical, electronic and procedural safeguards to maintain the confidentiality and security of your nonpublic personal information contained in our records. We restrict access to nonpublic personal information about you contained in our records to our employees who need to know that information to provide products or services to you.
Categories of Information That We Collect
We collect nonpublic personal information about you from the following sources:
Information that we receive from you on applications and other forms; Information about your transactions with our affiliates, Information that we receive from a consumer protection agency; Information that we receive when you visit us through the Internet.
Categories of Parties to Whom We May Disclose Information
We may disclose nonpublic personal financial information about you to our affiliates. We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted or required by law.
Changes to Our Notice of Privacy Policy and Insurance Information Practices
We reserve the right to change our privacy policies and insurance information practices. If we make any changes to our policies or practices, we will provide you with a copy of a revised notice as required by applicable law.
CLF, Limited
P.O. Box 158
Mountlake Terrace, WA 98043
206-363-0410
1-800-747-6878
Securities through:
KMS Financial Services, Inc.
2001 Sixth Ave., Suite 2801
Seattle, WA 98121-9833
(206) 441-2885
Due to the various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance
products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
For securities: Washington.
For insurance those states are: Washington, Alaska and Oregon.