San Remo Solutions investing in our community by helping people save money
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SAN REMO SOLUTIONS PRIVACY POLICY

We value you as a customer and we know how much privacy means to you.  For your convenience, we will provide SRS's policies on our website regarding the collecting, using, securing, and sharing of customer information. 

OUR PRIVACY PRINCIPLES
  • We do not sell customer information.
  • We contractually require any person or organization providing products or services on our behalf to protect SRS's customer information.
  • We afford our prospective and former customers the same protections as existing customers with respect to the use of personal information.
  • We do not share customer information with any company unless:
    • You expressly authorize it; or
    • It is permitted or required by law

INFORMATION WE MAY COLLECT
We collect, use, and share information we need to conduct our business, to advise you of our products and services, and to provide you with customer service.  We may collect and maintain several types of customer information needed for these purposes, such as those below:

Types of information we may collect and how we gather it:

  • From you; on applications for our services, or on other forms, through telephone or in-person interviews, your independent representative, and our Customer Service Center, such as your address and telephone number
  • From your transactions or experiences with us, such as your payment history

HOW WE USE INFORMATION ABOUT YOU
We use customer information to service your accounts and ensure payments are made on your behalf. 

INFORMATION DISCLOSURE
We may share information about your account as required by law.

We also share customer information with lenders and other entities as needed in order to properly service your account.  For example, we might share name, address, and payment amount with a lender in order to process a payment on your behalf.

The USA PATRIOT Act is a Federal law that requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. You will be asked to provide your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide identifying documentation.
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