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We consider customer privacy to be a critical aspect of our client
relationships. We are committed to maintaining the confidentiality,
integrity, and security of our current, prospective and former clients'
personal and business information.
In the course of providing you with products and services, we may
collect, retain, and use client and employee information for the purpose
of administering our operations, providing client services, and
complying with legal and regulatory requirements. This information may
come from you, your employees and other various sources.
Any information obtained is not sold, exchanged or disclosed with
outside organizations unless the third party is essential in
administering our operations or except as required or permitted by law.
As is common in the industry, non-affiliated companies may from time to
time be used to provide certain services, such as preparing and mailing,
reports, account statements and other information. These companies may
have access to your personal and account information, but are permitted
to use the information solely to provide the specific service or as
otherwise permitted by law.
We do reserve the right to disclose or report personal and business
information where we believe in good faith that disclosure is required
under law, to cooperate with regulators or law enforcement authorities.
In addition, we may disclose information about you or your account to a
non-affiliated third party at your written request.
We take seriously the obligation to safeguard your non-public personal
and business information. We maintain appropriate safeguards regarding
client information which includes the use of security procedures to
prevent revealing client information.
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