Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information. We only use your personal details to provide you with information which you have requested and which may interest you. Your personal details will not be passed on to third parties.
Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:
· Personal information regarding our clients’ identity such as name, address and social security number
· Information regarding securities transactions effected by us; and Client financial information such as net-worth, assets, income, bank account information and account balances.
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or if necessary, in order to process a transaction, service an account or as required by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential.