Cherrytree Group Privacy Policy

This policy covers nonpublic personal information, which means personally identifiable information about a consumer or a consumer’s current or former relationship with us. 

Information Collection: We collect and use various types of information to service our stakeholders. This Customer Information can be categorized in the following ways: 

  • Application Information: This includes information that you provide to us on Forms and through other means. This information may be used for the purposes of determining your eligibility for our services.
  • Other General Information: This includes information from outside sources, such as data from public records, which is not assembled or used for the purpose of determining your eligibility for our services.

Information Shared: We may only share the nonpublic personal information that we collect, as described above, for the following purposes: to provide you with the products and services you requested; to comply with reporting and other legal requirements; and/or to otherwise conduct business. Unless you request otherwise, we will not share any information we collect, as described above, with non-affiliated third parties.

Procedures for Protecting Nonpublic Personal Information: We are committed to protecting the security and integrity of nonpublic personal information through procedures and technology designed for this purpose.

For example:

We limit employee access to stakeholder information to those who have a business reason to know this information. Employees are required to follow standards to protect stakeholder confidentiality.

We maintain policies and procedures covering the proper physical security of workplaces and records.

Our physical, electronic, and procedural safeguards meet standards as required by law regarding the protection of nonpublic personal information.

We use technological means (such as virus detection and eradication software, firewalls, and other computer software and hardware) to protect against unauthorized access or alterations to customer data.

Updated January 5, 2015. This policy applies to Cherrytree Group, LLC and our affiliates: CTG Holdings, LLC and Hampton Financial Partners, LLP. The following disclosure replace all previous notices or statements regarding this subject.