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Terms of Use
All information provided on the DreamSource Financial, LLC (the "Company")
Web site is provided for informational purposes as a service to our clients
and visitors, and does not constitute a legal contract between the Company
and any person or entity, unless otherwise specified. Information on the
DreamSource Financial, LLC Web sites(s) is subject to change without prior
notice. All materials contained within the Web site including, and not
limited to, images, text, documents, logos and program code are protected
under federal trademark and copyright laws and may not be copied, distributed
or modified without the express written consent of a qualified Company
representative.
Although every reasonable effort is made to present current and accurate
information, the Company makes no warranty, express or implied, regarding
the fitness or accuracy of information contained within this Web site.
In no event shall the Company be held responsible or liable, directly
or indirectly, for any damage or loss caused, or alleged to be caused,
by or in connection with the use of, or reliance on, any such content,
goods, or services available on or through this site or its associated
resources.
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Privacy Policy
DreamSource Financial, LLC is committed to providing the highest level
of security and privacy regarding the collection and use of our user's
personal information, as well as that of all visitors to our Web site.
Personal information may be collected through the submission of application
or other form data. We recognize the importance of respecting the privacy
of our users and we hope that the following privacy statement will help
you understand how the Company collects, uses and safeguards the personal
information you provide to us on our Web site. It describes our policies
and practices that protect your privacy, and enable us to share information
so as to provide you with competitive financial products and services.
If you have any questions after reading it, please contact our Client
Services Department at (303) 546-0004.
What follows is a description of the information we collect and disclose,
including the parties who receive non-public information from us.
Information We Collect About You
We collect information about you from the following sources:
Information we receive from you on applications and other forms; Information
obtained when verifying the information you provide on an application
or other form (this may be obtained from, but is not restricted to, your
current or past employers, or from institutions where you have conducted
financial transactions);
Information about your transactions with us, or others, including those
companies that work closely with us to provide you with diverse financial
products and services; and Information we receive from credit report agencies.
Disclosure of Information to Parties that Provide Services to Us
We shall not disclose information we collect, except as provided by state
and/or federal law, so that we may provide customers with competitive
products and services. We disclose information to associated parties only
in the course of providing agreed-upon services to you. We may also disclose
non-public personal information about you under circumstances as permitted
or required by state and/or federal law. These disclosures typically include
information to process transactions on your behalf, conduct the operations
of the Company, follow your instructions as you authorize, or to protect
the security of financial records. We do not share information with third-party
marketing, advertising, or other agencies that are not directly related
to the servicing of agreements we have with you.
Disclosure of Information About Former Customers
If you decide to terminate your relationship with the Company, we will
not share information we have collected about you, except as may be required
by state and/or federal law, and will remove any information from our
files within a reasonable period of time.
How We Protect Your Information
We restrict access to non-public information about you to those employees
who need to know that information to provide products or services to you.
We maintain physical, electronic and procedural safeguards that comply
with federal regulations to guard your non-public personal information.
What Customers Can Do to Help themselves
DreamSource Financial, LLC is committed to protecting the privacy of its
customers. You can help by following these simple guidelines:
Protect your account numbers, card numbers, PINs (personal identification
numbers) and passwords. Never keep your PIN with your debit or credit
card as it can provide access to your accounts if your card is lost or
stolen.
Use caution when disclosing your account numbers, social security numbers,
etc., to other persons. If someone calls you, explains the call is on
behalf of the Company, and asks for your account number, you should beware.
Authorized Company staff will have access to your information and will
not need to ask for it.
Keep your information current. It is important that we have current information
on how to reach you. If your address or phone number changes, please let
us know so we may update our records. If we detect potentially fraudulent
or unauthorized activity or use of an account, we will attempt to contact
you immediately.
If you have any questions or concerns, please do not hesitate to call
us- we are here to serve you. Call (303) 546-0004 or write us at:
DreamSource Financial, LLC, Attn: Client Services
2741 Mapleton Avenue, Suite 200
Boulder, CO 80304
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