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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 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.
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