For AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc. and AssetMark Brokerage, LLC
Information for California Residents
AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc. and AssetMark Brokerage, LLC (collectively, “AssetMark,” also referred to as “we” and “us”) collect personal information (“PI”) for a variety of reasons, as detailed in this Policy.
Right to Know
You have the right to request that we disclose what California Personal Information we collect, use, disclose and sell. PLEASE NOTE: AssetMark does not sell your personal information.
The following table lists the categories of PI we may have collected about you in the last 12 months and other important information. Some of this PI may be deemed California Personal Information, to which you have additional rights.
Right to Request Deletion of California Personal Information
You have the right to request that we delete California Personal Information that we have collected from you.
Instructions for Submitting a Request to Know or a Request to Delete
You may submit a request to know or delete California Personal Information by calling (833) 620-0416 (toll free), or by completing the interactive web form.
Before we can grant your request to know or delete California Personal Information, we are required to verify your identity. Our verification process depends on whether you maintain a password-protected account with us, and what type of request you are making.
If you maintain a password-protected account with us:
If you do not maintain a password-protected account with us:
You may designate an authorized agent to submit a request on your behalf. You have the right to authorize another person to submit a request to know your personal information or to delete your personal information. To have another person submit a request on your behalf, you or they may call us at (833) 620-0416 (toll free) or complete the interactive web form. You will need to provide us with written permission authorizing the other person to submit a request to know or delete on your behalf. We will give you instructions on how to send the written authorization to us. We will still verify your identity and will verify that you have given your authority to another person.
Right to Opt-Out of the Sale of Your PI
Where a business sells your PI, you have the right to opt-out of the sale of that information. PLEASE NOTE: AssetMark has not sold and does not sell your PI. Additionally, AssetMark does not have actual knowledge that it sells the personal information of minors under 16 years of age.
Right to Non-Discrimination for the Exercise of a Consumer’s Privacy Right
You have the right not to receive discriminatory treatment from us because you have exercised your privacy rights. This means that you have the right not to be denied goods or services, or charged different prices, just because you have exercised your privacy rights.
Contact for More Information
If you have questions or concerns about our privacy policies and practices, you may call us at (833) 620-0416 (toll free) or email us at CCPACompliance@assetmark.com
Date updated: November 30, 2020