In order to provide customized service, we will need to collect certain data, including but not limited to:
- Social Security Number
- Mailing Address
- Date of Birth
- Home and Cell Phone Number
- Work and Home Email
- Assets Held for Investment Purposes
This data is collected for purposes of providing full, retirement administrative and compliance services. No personal data or nonpublic data we obtain during business, will be sold to anyone.
Collection of Data
We collect this nonpublic data directly from you, our clients, through enrollment forms and files, annual year end census requests, requests for proposals and illustrations, as well as from third parties that provide related services to you that we need to effectively provide our administrative and compliance work.
Sharing of Personal, Nonpublic Data
We may share data with related service providers as authorized by you and as permitted or required by law. This may include providing census to an actuary to prepare benefit illustrations, to a Certified Public Account to perform an annual ERISA audit, to respond to a subpoena, to report to a credit bureau, or to report to the social security administration and other related agencies.
Commitment to Privacy
OakCrest Capital, LLC is committed to safeguarding your personal information today and in the future. We will take all steps, including data encryption, password protecting of files, limiting access to only those who need the information to perform services, and storing all paper based personal information in locked files. Our priority is to ensure that the personal and asset information you have entrusted to us will be protected with our utmost diligence. If you should have any questions or concerns, please call us at 312-525-8793 or write to us at: OakCrest Capital, LLC – 17W220 22nd St, Suite 300/Box 4, Oakbrook Terrace, IL 60181