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 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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