Privacy Policy

You are receiving this Privacy Policy because you have purchased a product or services through either CRI Securities, Inc. or Securian Financial Services, Inc. which are affiliated firms. Your privacy is very important to us. That is why we have always maintained policies and procedures that are intended to ensure the responsible handling of your “personal information”. This document describes our privacy
practices. The examples given below of types of information we collect and the categories of parties with whom we share information are intended to illustrate our information practices; they are not intended to be exhaustive.

What personal information may we collect?
We collect personal information about you in order to offer financial products and services, administer our business, perform statistical analysis, and comply with all applicable laws and regulations. The type of information we collect depends on the type of product or services you purchase.

We may collect personal information about you, such as:


  • Information we receive on applications or other forms, such as name, address, social security number, assets, income and beneficiaries;

  • Information about your transactions or experiences with us and our affiliates as outlined in this notice.


What information may we disclose?
As permitted by law, we may disclose the above listed information to affiliates, companies that perform marketing or administrative services on our behalf or other financial institutions with which we have joint marketing agreements.

To whom may we disclose personal information?
As permitted by law, we may disclose some or all of the information we collect to affiliates and non-affiliated third parties such as:

  • Companies that perform services for us or on our behalf (such as vendors we hire to respond to customer requests and provide you with information about our products or services); or

  • Financial institutions (such as banks, insurance companies, securities brokers or dealers with whom we have marketing agreements).


Is access to nonpublic personal information restricted?
Yes. We restrict access to your nonpublic personal information to only those employees who have a legitimate business need to know in order to provide products or services to you. Our employees are
educated and trained to adhere to strict confidentiality standards in order to protect your personal information. Any employee who violates such confidentiality standards is subject to discipline. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.

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