Privacy Policy

At Acquaint Financial, we are committed to protecting the confidentiality, security and accuracy of the personal information we receive about you. The management of personal information is fundamental to our services and this Privacy Policy explains our approach to honoring this commitment.

Collection, Use and Disclosure

Typically, Acquaint Financial receives your personal information directly from you or your authorized representatives, or from your employer, your employer’s authorized agents, association, insurer or benefits plan sponsor.

We limit the collection, use and disclosure of personal information to information that is necessary for the following purposes:

To perform services that we have been hired to do by your employer, association, insurer, benefits plan sponsor or by you. These services may include:

Employee and family assistance programs and services (“EFAP”);

Organizational health and training programs;

Pension and benefits consulting services to assist in the design, delivery and management of the pension and benefits programs offered by an association, insurer or plan sponsors to their employees or members;

Pension, health & welfare and health benefit exchange administration services to assist in the administration of the pension, benefits, and/or insurance programs that associations, insurers or plan sponsors offer their employees or members.

To provide our employer, association, insurer and plan sponsor clients and their employees and members with information about our services, products and their usage and to enhance our overall service delivery.

To conduct research, compile aggregate data, statistics and reports and to perform analytics about Acquaint Financial’s services, service standards and trends for use by Acquaint Financial, its clients and our respective third party service providers. These forms of data, statistics and reports do not contain any information that could reasonably be used to identify you personally.

For audit, quality control and legal and regulatory compliance purposes including the protection of our interests in civil or criminal proceedings, to resolve any disputes that we may have and to enforce our agreements.

We will retain personal information for as long as necessary for the purpose for which it has been collected, or as long as we are required and/or permitted to retain such information by law.

Consent

We will collect, use and disclose your personal information with your consent and only for the purposes we disclose to you, or as otherwise required or permitted by law. Such consent may be expressed or implied. Further, your consent may be obtained directly by us or through your association, insurer, employer or benefits provider.

You may withhold or withdraw your consent for us to collect, use and disclose your personal information, as long as there are no legal or contractual reasons preventing you from doing so. Depending on the circumstances, however, withdrawal of your consent may impact our ability to continue to provide you with the products and services you have requested, or, in the case of insurance and group insurance benefits, it may prevent us from keeping your coverage in force, or properly evaluating and processing any claims.

Safeguards

We will employ safeguards to protect personal information from unauthorized access, disclosure, copying, or use, by using various methods of protection, appropriate to the sensitivity of the information. The methods of protection include:

Physical measures (locked filing cabinets, restricted access to files and offices);

Technological measures (passwords, encryptions and firewalls);

Organizational controls (security clearances, limiting access on a "need-to-know" basis, staff training, confidentiality agreements, policies and procedures); and

Contractual confidentiality covenants.

Acquaint Financial will also ensure care has been taken in the disposal or destruction of personal information to protect against unauthorized parties from gaining access to the information.

Please note that confidentiality and security are not assured when information is transmitted through email or other electronic communication. While Acquaint Financial makes every effort to secure all communications within our control and on our premises, please be advised that no method of delivery is entirely secure and it is possible that any communication of personal information may be inadvertently or deliberately intercepted by third parties.

Use by and Disclosure to Third Parties

We may need to share your personal information with third parties who support Acquaint Financial in providing or promoting our services. Such third parties will be required to keep your information confidential and secure and to have privacy policies and security standards with respect to personal information that are comparable to ours. When we disclose information to third parties, we will redact your personal information to the extent possible and will only share the personal information required to satisfy such third party requests.

Privacy and the Internet

Acquaint Financial collects information about you through your visits to our websites using cookies. Cookies are files sent to your browser from a web server and stored on the hard drive of your device to allow a website to identify that device whenever a user returns to the website. We use these cookies for a variety of reasons, most commonly to distinguish you from other users and to help us compile aggregate statistics about our websites. We also use cookies to personalize your visit and make it more efficient.

Acquaint Financial websites may contain links to other third party sites that are not governed by this Privacy Policy. Although we endeavor to link only to sites with high privacy standards, our Privacy Policy will no longer apply once you leave our websites. We are not responsible for privacy policies employed by other third parties. We suggest, therefore, that you examine the privacy statements of those sites to learn how personal information may be collected, used and/or disclosed.

Enforcement, Amendments and Privacy Concerns

Acquaint Financial uses a self-assessment approach to ensure compliance with this Privacy Policy, and periodically verifies that the policy accurately describes our practices, is publicly accessible and conforms to the guiding principles of privacy and the protection of personal information. This Privacy Policy may be amended from time to time as a result. We will post any revised policy on this website.

If you have any concerns related to privacy issues or our handling of your personal information, please do not hesitate to communicate in writing with our Privacy Officer so that your concerns can be investigated and resolved:

By electronic mail:

support@acquaintfinancial.com

Privacy Across Borders

Acquaint Financial may transfer and/or receive certain personal information across geographical borders to and/or from Acquaint Financial entities or service providers in other countries working on our behalf in accordance with applicable law.

Compliance with Privacy Laws

It is Acquaint Financial’s policy to comply with the privacy legislation of each jurisdiction where we provide our services. Sometimes the privacy legislation and a person’s right to privacy are different from one country to another. If you are providing your personal information to us from a country other than the United States, you are consenting to the potential transfer of your personal information to these countries. Please note that that your personal information may be subject to access by law enforcement authorities in your country and in the United States if that is where your personal information is stored.

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