Thank you for visiting the corporate Website for the Wealthquest Corporation The basis of each client relationship at Wealthquest Corporation is built on trust. We guard client relationships with great care, beginning with the information that you have chosen to share with us.
Wealthquest Corporation (referred to as “Wealthquest”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, Wealthquest attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
It is the policy of Wealthquest to restrict access to all current and former clients’ information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client.
PERMITTED DISCLOSURES OF PERSONAL INFORMATION
Wealthquest may disclose the client’s information if Wealthquest is:
(1) previously authorized to disclose the information to individuals and/or entities not affiliated with Wealthquest, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.);
(2) required to do so by judicial or regulatory process; or
(3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by Wealthquest in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for Wealthquest (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.
Should you have any questions regarding the above, please contact Stephen P. King, Chief Compliance Officer.
COLLECTION OF WEBSITE INFORMATION
Wealthquest Corporation collects site aggregate and client-specific information about the pages accessed on our site. Specifically, we log IP addresses, browser and platform types, domain names, access times, and referral data. We also collect information volunteered by our clients through surveys and electronic forms. This information is used to meet the needs of site visitors and to improve the content of our Websites.
Wealthquest Corporation routinely gathers data on its Websites. This is a standard industry practice and is used to determine how visitors use our site. We collect this information on an aggregate basis on public areas of our Website, or on an individual basis on areas of our Website that require site visitors to login using an access code (e.g., user ID and/or password). Data collected may include information such as:
How many people visit our Website,
The pages they visit and the features they use,
How long they stay on our Website,
Identifying and tracking the single, previous Website address people have come from when accessing our site.
If you purchase a product on-line, we will securely collect personal information required to support the purchasing of products, including credit card numbers, names, addresses, telephone and fax numbers, and e-mail addresses. Security remains a primary concern for online clients.
CHANGES TO THIS STATEMENT
Last Updated: February 5, 2013
LICENSE AND REPRODUCTION
Permission is granted to print copies of portions of this Website, but not the entire Website, and to display and navigate around this Website with a computer using browser software. Except as stated herein, no portion of this Website or its contents may be reproduced, copied, altered, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of Wealthquest Corporation.
COPYRIGHTS AND TRADEMARKS
The contents of this site are the property of Wealthquest Corporation unless otherwise indicated, and protected by copyright and trademark laws. All rights are reserved by Wealthquest Corporation and the contents of the Website may not be produced, downloaded, disseminated, published, or transferred without the prior written permission of Wealthquest Corporation. The trademarks, logos, and service marks displayed on the Website are the exclusive property of Wealthquest Corporation.
Address inquires regarding use of Wealthquest Corporation trademarks, service marks, copyrights, or other intellectual property to Wealthquest Corporation, 50 E-Business Way Suite 120, Cincinnati, OH 45241.
AVAILABILITY OF PRODUCTS AND SERVICES
The products and services described on this Website are available only in the United States and other countries where permitted by law. Products and services may not be available in all geographic areas. All products and services are subject to change without notice.
NO UNLAWFUL OR PROHIBITED USE
LINKS TO OTHER INTERNET SITES
This Website may contain links to other Websites operated by third parties. Wealthquest Corporation provides links to other sites as a service to users. The linked sites are not under the control of Wealthquest Corporation or its affiliates or subsidiaries, and Wealthquest Corporation is not responsible for the content available on the third-party sites. Such links do not imply endorsement or approval by Wealthquest Corporation of material on any other site. It is the user’s sole responsibility to take precautions to ensure that material selected from such linked sites is free of such items as viruses, worms, Trojan horses, and other items of a destructive nature. Wealthquest Corporation is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of the use of such linked sites, or reference to or reliance on information contained therein.
Use of this Website and its contents are at the user’s sole risk. Wealthquest Corporation intends for the information contained in this Website to be accurate; however, errors sometimes occur. Wealthquest Corporation assumes no responsibility for consequences from the use of the information herein, or in any respect for the content of such information, including, but not limited to, delays, errors or omissions, the accuracy or reasonableness of information, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. Wealthquest Corporation is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference or reliance on such information.
Wealthquest Corporation DISCLAIMS ANY WARRANTY OF ANY KIND, WHETHER EXPRESSED OR IMPLIED, AS TO ANY MATTER WHATSOEVER RELATING TO THIS WEBSITE, INCLUDING WITHOUT LIMITATION ITS MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL Wealthquest Corporation BE LIABLE FOR ANY DIRECT OR INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE MATERIALS ON THIS WEBSITE.
This Agreement shall be governed by and construed in accordance with the laws of the State of Ohio, United States of America, without reference to conflict of law principles. You agree that disputes arising out of or relating to the contents or use of this Website are to be governed by the laws of the State of Ohio. You consent to the exclusive jurisdiction of courts sitting in the State of Ohio in all disputes arising out of or relating to the contents or use of this Website.
Last Updated: February 5, 2013
Last Updated: Feb 5th, 2013