Sapphire Resources

Privacy Policy

Definitions:

For the purposes of this Privacy Policy:

  • “Sapphire” (also referred to as “the Company,” “We,” “Us,” and “Our”) refers to Sapphire Resources, LLC.
  • “Client” (also referred to as “You,” “Your”) refers to the individual engaging our services.

Financial delegation and estate planning can be a vulnerable experience for anyone, and we at Sapphire Resources, LLC understand the gravity of sharing sensitive information with professionals outside your family. To be transparent with our clients and compliant with all applicable laws, this page describes our policies and procedures regarding the collection, use, and disclosure of our clients’ information when they engage our services.

The specific information we collect will depend on the desired services, potential legal relationships (Power of Attorney, Executor, Trustee, etc.), and timeline of services. We may collect or process the following information from our clients:

  • Basic demographics and contact information, such as name, address, email address, telephone number, and date of birth.
  • Banking and investment account information, payment information, and social security number. These would only be collected as necessary and with your consent. Some of our clients are still handling their own finances, and some have delegated these tasks to our certified fiduciary team members.

Erin Bonner and Brie Park are certified and bondable professional fiduciaries. They are legally required to make financial decisions that benefit the client and do not cause conflicts of interest.

How do we obtain this information?

If a prospective client would like a free consultation, they can share basic demographics and contact information using the “Get In Touch” section of our website.

If our services are desired, we will obtain sensitive information from the client depending on the scope and needs of the services desired. Generally, these are discussed and obtained in person. When you sign our letter of engagement, there is an option to consent to SMS Messaging. This is discussed further, below.

If a prospective client decides not to proceed with Sapphire, we will still protect their demographic and contact info with the same sensitivity and procedures as if they were an active client. We will never sell or otherwise share any of your personal information with a third party for monetary gain.

What is SMS Messaging?

Short Message/Messaging Service, commonly abbreviated as “SMS”, is a text messaging service component of most telephone, Internet and mobile device systems. Developed in the 1990s, this is the most basic message type used when sending a text message from cellular phone to cellular phone.

At Sapphire, we are committed to protecting your privacy and ensuring you have an efficient and positive experience with our services. As part of our commitment to you, we offer the option to receive SMS text messages as a means of communication during our representation under the terms of our Letter of Engagement.

You have the option, but are not required, to consent to receive informational or conversational SMS text messages from us. This consent is entirely voluntary. If you consent to text messages, you can decide at any time to opt-out and unsubscribe by texting STOP.

Please note, the SMS text messages you may receive will strictly pertain to the terms of our representation and will not include promotional, marketing, or solicitous content. Our aim is to use this communication channel solely for the purpose of enhancing our service delivery and ensuring you are well-informed. Messages may be exchanged as infrequently as a few times a year, or as often as several times a day, depending on the needs of the client. The contents thereof may range from coordinative communication to a general wellness inquiry, but there may be other message content types not described here. If a client texts us with an inquiry of their own, all of our staff will be able to review the message and respond to it.

Be aware that message and data rates may apply for any SMS text messages sent or received. These rates are determined by your mobile phone carrier, and Sapphire is not responsible for any charges that may be incurred as a result of receiving SMS text messages.

Sapphire is dedicated to maintaining the confidentiality of your information. How all of your information obtained while engaged with Sapphire will be used is explained below.

For any questions or concerns regarding this SMS text message policy or our practices, please contact us at the phone number and email provided at the bottom of this page.

Please note that Sapphire reserves the right to modify this privacy policy statement at any time, so please review it frequently. Your continued use of our services after any modification to this policy will constitute your acceptance of such modification.

How do we use this information?

We use this information to administer financial services on your behalf or to otherwise coordinate with legal, tax, and medical professionals when acting as your Power of Attorney or in another representative role on your behalf.

We also may use your information in other ways for which we would notify you and obtain your consent for, case-by-case.

Who do we share personal information with?

Sapphire may share your personal information with third parties, but we will only do so when necessary and appropriate to fulfil our fiduciary obligations, or when there is a legal basis to do so.

We will never sell or otherwise share any of your personal information with a third party for monetary gain. This includes demographics, emails, and contact information obtained for SMS consent and communication.

Examples of necessary information sharing may include, but are not limited to:

  • Any third party approved by you, including attorneys and accountants.
  • An organization you work for, or that verifiably represents you.
  • Organizations you engage services with, if we interact with them on your behalf.
  • Service or product providers to our business, such as our IT service provider or our software vendors.
  • Law enforcement, when required.

Client Rights

You always have the right to know what information we have on file, whom it has been shared with, and what it has been used for. You have the right to revoke your consent at any time, but if you are terminating our services fully, please allow for a 30-day transition period so we can return your documents and otherwise hand off your information to the new responsible party.

Security

The security of your personal information is incredibly important to us. We use industry-standard, HIPAA-compliant software utilities and best practices to guard your digital information both during transmission and storage. We employ physical security measures to guard any paper records we handle while administering your services. This includes the shredding of sensitive info at the appropriate time of disposal.

Unfortunately, no method of electronic transmission or storage is 100% secure. While we strive to protect your personal information, we can’t guarantee its absolute security.

Contact Us

If you have any questions regarding this policy and the implementation thereof, please reach out to us!

Email: administration@sapphire-resc.com

Telephone: 541-935-1313