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Privacy Policy

This is our Notice of Privacy Policy, and we'll provide it the first time we do business with you and upon request or as required by law thereafter.

Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information.

Customer Expectations

We know that our customers expect privacy and security for their personal and financial affairs. We must take all the necessary steps to safeguard sensitive information that has been entrusted to us by our customers. It is the policy of this agency to use customer information in a manner that protects the privacy of individual customer information, records and accounts.

Permissible Reasons to Collect and Maintain Information about Our Customers

We will collect, retain, and use information about our customers only where we believe it will help administer our business or provide products, services, and other opportunities to them. We must also collect certain information in order to comply with certain laws and regulations. We may use the information to create new products or improve existing products, services and delivery systems.

Types of Information We Collect

At Roundbank Insurance Agency we collect nonpublic personal information from many sources. Nonpublic personal information does not include that which is available from government records, widely distributed media, or government-mandated disclosures.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us
  • Information about your transactions with nonaffiliated third parties
  • Information from a consumer reporting agency
We do not disclose any nonpublic personal information about you to anyone, except as authorized by law.

Confidentiality and Security

We restrict access to your information to only those who need it to perform their jobs. Third-party business partners are subject to certain laws and regulations to use the information on applications for our purposes only. To protect your personal information from unauthorized access and use, we use security measure that comply with all data security laws. We also maintain other physical, electronic and procedural safeguards to protect this information.

Restrictions on Disclosing Information to Parties Outside Our Affiliates and Companies

We will not reveal specific information about customer accounts or other personally identifiable data to parties outside our affiliates and companies for their independent use unless:

  1. The customer requests or authorizes it.
  2. The information is provided to help complete a transaction initiated by the customer.
  3. The information is provided to a reputable credit bureau or similar information-reporting agency
  4. The disclosure otherwise is lawfully permitted or required.

Definitions to help you understand our Privacy Policy

Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies.
*Our affiliates include: Roundbank
Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies.
*Roundbank Insurance Agency does not share with nonaffiliates, so they can market to you.
Joint Marketing – A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
*Roundbank Insurance Agency does not jointly market with nonaffiliates.

Restrictions on Disclosing Nonpublic Personal Information on Former Customers

We do not disclose nonpublic personal information about former customers, except as permitted by law.

If we change our policy or practice by, for example, adding a category of information we will disclose to a third party, we will notify existing customers and give them an appropriate time period to opt-out of the disclosure.

Maintaining Accurate Information

Roundbank Insurance Agency is committed to maintaining accurate, current, and complete records. We have established policies and procedures to ensure that all requests to correct inaccurate information are responded to in a timely manner. If you receive information from the Agency that you believe to be inaccurate, or have any questions regarding our privacy policy, you should contact us immediately in writing or by phone.

For additional information visit us at www.roundbankinsurance.com or writing us at:

Roundbank Insurance Agency
200 2nd St NE
Waseca MN 56093



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