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 us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer report agency.
As a general 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. Also, 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. 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 are bound by professional standards of confidentiality that are even more stringent than those required by law. Please call us if you would this or any other matter in greater detail.