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Privacy
Statement
Legal Statement
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Privacy Statement
THIS DOCUMENT CONTAINS IMPORTANT INFORMATION
OF OUR CONCERN FOR PROTECTING YOUR RIGHTS
UNDER FEDERAL PRIVACY LAWS.
We collect personal information about you and all our clients from
the information you submit on our applications or other forms, and
through information, we obtain over the course
of
your business relationship with our affiliates, others, and us. In
addition, we may from time to time receive information about you
from a consumer-reporting agency.
As a rule, we will not disclose any personal information about our
clients or former clients to anyone, consistent with our
professional confidentiality obligations. However, upon your
request, we will disclose information about you, and we may be
required by law to disclose personal information about you, as, for
example, in response to a subpoena or other court order.
In addition, if requested by you, we may disclose personal
information about you to your team of financial and legal advisor
firms. In all such situations, we stress the confidential nature of
information being shared. We employ precautions to maintain the
security of our data transmitted via computer. We use the services
of a document shredding company to destroy paper records no longer
required. Instructions' regarding client confidentiality has always
been a part of our employee manual. We provide access to your
personal information only to those employees who need to know the
information to provide you with our services. We maintain physical,
electronic and procedural safeguards to guard your personal
information. We have been and continue to be bound by professional
standards of confidentiality that are even more stringent than those
required by law.
We pledge equal access to services and employment regardless of
race, color, religion, gender, age, national origin, disability, or
sexual orientation.
Please call us if you would like to review this or any other matter
in detail. |
