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PRIVACY POLICY
Your financial and personal privacy is of prime
importance to us. As providers of financial services to
you, we are committed to maintaining the confidentiality
of your personal financial information, while still
being able to provide you with the professional service
you have become accustomed to. We have described below
the way that we deal with your personal information in
keeping with the professional standards of
confidentiality of our profession.
Sources of Nonpublic Personal Information We Collect We
collect nonpublic personal information about you that is
provided to us by you directly or indirectly:
In writing via regular mail, email or over the Internet.
Verbally via the phone or personal conferences. From
third parties, with your authorization. From
transactions with our affiliates or us. Parties to Whom
We Disclose Information We do not disclose any nonpublic
personal information obtained in the course of our
practice except as required or permitted by law.
Permitted disclosure of your nonpublic personal
information is restricted to employees and other parties
who need to know that information to assist us in
providing services to you. In all such situations, we
stress the confidential nature of information being
shared and that they are bound either by our
professional standards of confidentiality or
nondisclosure agreements where applicable.
Protecting the Confidentiality and Security of Nonpublic
Information We retain records relating to professional
services that we provide so that we are better able to
assist you with your professional needs and, in some
cases, to comply with professional guidelines. In order
to guard your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards
that comply with our professional standards.
Your privacy, our professional ethics, and the ability
to provide you with quality financial services are very
important to us. Please contact us if you have any
questions or concerns about the confidentiality of your
information. |
