how we protect your privacy, when we collect and use information about you, and the
measures we take to protect the confidentiality of that information.
Your Confidential Information
Your Confidential Information includes, but is not limited to, Nonpublic Personal
Financial Information and/or other Personal and Private Information. We do not sell
your Confidential Information to others under any circumstances. We collect only
that amount of Confidential Information which you choose to provide to us. If at
any time this policy changes, those changes will be posted on this page of our Web
site, so that you are aware of our intent to better protect your privacy.
Generally, we support the concept of non-disclosure of your Confidential Information.
We also hold our business associates and our affiliates to similar confidentiality
standards. Your Confidential Information must be used and disclosed in a manner
consistent with applicable laws and regulations, and our company's policies and procedures.
Protected information is defined as individually identifiable information that is
held or transmitted by our company in performance of our contractual obligations
with clients. This type of information includes information in electronic, paper
and oral form.
Nonpublic Personal Financial Information is defined as including confidential information
of a financial nature that is shared by a current, prospective or prior client with
us in the course of providing services to that client. This type of information is
not otherwise available to the public and includes, but is not limited to, the following:
financial benefits, business records, accounting information involving the client,
contracts in which the client is a party, client’s policy information, and any other
data of the client’s that is financial in nature.