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Privacy Policy

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Protecting your information is our priority. This policy is meant to help you understand the type of personal information we collect and use, why we use the information, who we might need to share the information with, and how we work to protect your information.

Bison collects personal information about you that can be used to identify you as an individual. The personal information collected varies depending on the nature of your relationship with Bison, how you use our services, and how you interact with us. For business customers, information regarding your organization may also be gathered for the purposes of providing services. We may continue to share your information when you are no longer our customer, as described in this policy.

 

Types of Personal Information Collected

Contact

  • Physical and electronic addresses, telephone and fax numbers

Identity

  • Name, date of birth, nationality, gender, photograph, identification numbers such as passport, tax number, or social security number

Medical

  • Information required for medically underwritten insurance products

Professional

  • Work history, job title, or the nature of our business relationship

Financial

  • Income, assets, liabilities, tax information, bank details, and other information

Transactional

  • Details about accounts and products you have with us, including services

Contractual

  • Details about the services we provide to you, policies purchased, and other legal contracts

Communications

  • Information we obtain through letters, emails, phone calls,

conversation, social media interactions, or other correspondence

Open Data and Public Records

  • Information about you that is publicly available through open records or the internet

 

Information obtained may be used for a variety of reasons noted in the table below. You may opt-out of certain information sharing practices noted below by marking the opt-out section and sending the opt-out notice to compliance@bisonria.com

 

Description

Opt-Out

With our service providers such custodians and other permitted or required by law to manage

Required

With affiliates and non-affiliates who customers may have preexisting relationships for purposes of serving client (i.e., accounting, legal)

 

With affiliates for the purpose of marketing services and products that may be of interest to the customer

 

Selected business partners for the purpose of marketing services and products.

 

 

Bison works to protect your information, understanding the importance of proper safeguards. We protect the confidentiality of your personal information, and limit access to those with a business need. We do not disclose information unless required or permitted by law.

 

We have security practices and procedures in place to protect data you entrust to us, such as:

  • Risk management policies and procedures

  • Cybersecurity protocols

  • Independent security assessments

  • Encryption of electronic transfers of personal information

  • Records retention and destruction procedures

  • Virus protection and intrusion detection systems

  • Limited access to data with regular testing and auditing of our security practices and technologies

  • Thorough compliance, ethics, privacy, and security training for all employees

While no one can guarantee the complete security of electronic information, we continuously review and make enhancements to how we protect your information to guard against it being disclosed, misused, or lost by accident or by the unauthorized acts of others outside our organization.

This policy is in effect as of January 2024.

Please contact compliance@bisonria.com with any questions.

 

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CONTACT US

Phone: 208-350-7283
Email: team@solidwealthco.com

OUR LOCATION

1013 E Winding Creek Dr. #102
Eagle, ID  83616
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Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser.  Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors.  All investments contain risks which include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. Solid Wealth is a DBA of Bison Wealth, LLC. Solid Wealth and Bison are not affiliated. 

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