Disclaimer & Privacy Policy
The information provided in this website is for informational purposes only and does not involve the offer for sale of securities. Any offer for sale of securities may only be made after the establishment of a substantive business relationship and the delivery of a disclosure memorandum. Further, the website information is intended only for residents of states in which The Champion Group, Inc. is licensed.
Those states are: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Further, securities purchased through The Champion Group, Inc. involve investment risks, including the possible loss of the principal amount invested.
PRIVACY POLICY:
At The Champion Group, Inc. (TCG), we are committed to protecting your privacy and the confidentiality of your personal and financial information.
The measures we take to keep your personal information private and secure are outlined below.
How We Protect Confidentiality:
TCG uses procedural, physical land electronic system safeguards to store and secure information about you in compliance with federal standards. Our systems protect your information from unauthorized access, alteration, and destruction. Access is permitted only to those individuals within our organization who need the information to perform their job responsibilities.
When we enter into agreements with other companies to provide services to us or make products and services available to you, we include a confidentiality clause. Under such an agreement, these companies may receive information about you, but they may only use it for the intended purpose to benefit you.
Persons Covered by the Privacy Policy:
The TCG Privacy Policy applies to anyone who is a current or former TCG brokerage client.
We provide you with a copy of this policy when you open an account, and we send you annual notifications thereafter. If we change our policy regarding the sharing of information, we will notify you in advance and give you the opportunity to “opt-out” of such disclosure.
How We Obtain Information About You.
In the normal course of business, we collect, retain and use information about you to serve your financial needs, administer your account(s) and inform you of products and services that may be of interest. This data, known as non-public personal information, is collected primarily from you (e.g., name, net worth, income), records of transactions with us, our affiliates and non-affiliated third parties with whom we do business. Because we strive to provide you with the best possible service, the accuracy and completeness of your personal information is important to us.
We ask that you notify us promptly if your information changes. Please contact your account representative or TCG directly if you need to correct or update your personal information.
Sharing Information-With Whom and Why
TCG does not sell your personal information to anyone. We restrict the types of entities with whom we share it. The primary reason for sharing information about you is to increase your convenience in transacting business with us and to give you more financial service choices.
We do not disclose your personal information to non-affiliated third parties, unless one of the following exceptions applies:
We disclose personal information to service providers that assist us in processing your transactions or servicing your account(s). An example would be the accountants that prepare the annual accounting for each joint venture.
We disclose or report personal information in limited circumstances when we believe in good faith that disclosure is required or permitted under law. For Example, we would provide information in cooperation with securities regulators or law enforcement authorities, if required to do so.
TCG employees use information about you to respond to your needs and to provide you with information about specific products in which you may have an interest. We instruct our employees to use strict standards of care in handling the personal, confidential information of customers and remind them on a regular basis of their obligations with regard to the confidentiality of customer information.
Internet Security
We do not retrieve account or personal information from visitors who browse our website. Account information is not available through our website, nor is any information regarding our clients.
Option to Opt Out and Change Notices
If for any reason at anytime in the future, we find it necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advanced notice of the proposed change and opportunity to opt-out of such disclosure.
Privacy Policy Form CRS - Customer Relationship Summary
About Us
Combined Resources Group
Your exclusive agent for Combined Resources Group (CRG).
We believe Combined Resources Group (CRG), an affiliate of Champion Group, has been one of the most active sponsors of oil and gas drilling partnerships in the U.S. since 1986.
