Your financial and personal privacy is of prime importance to us. As providers of financial services to you, we are committed to maintaining the confidentiality of your personal financial information, while still being able to provide you with the professional service to which you have become accustomed. We have described below the way that we deal with your personal information in keeping with the professional standards of confidentiality of our profession. By using the Site, you agree to the collection and use of information in accordance with this policy.
Information Collection and Use
While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Visitors may choose to provide this personal information when applying for a job, submitting an inquiry, or registering for a product or event. Personally identifiable information may include, but is not limited to, your name and contact information. This type of identifiable information is used solely for the purposes for which it was provided.
Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive.
Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.
How Data is Used
Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this data for reporting purposes.
Enews and enewsletters are sent to those who request to be added to our database and to our clients. Recipients will be given the opportunity to opt out of any or all future emails by utilizing the ‘Unsubscribe’ feature at the bottom of each e-communication.
Most information we collect about you comes from our direct interactions with you. When you register for an event we may collect information (online or offline) in relation to the event registration and follow-up survey. We combine the personal information we collect to develop aggregate analysis and business intelligence for conducting our business and for marketing purposes.
We will not retain personal information longer than necessary to fulfill the purposes for which it is processed, including the security of our processing complying with legal and regulatory obligations, handling disputes, and for the establishment, exercise, or defense of legal claims.
The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.
Protecting the Confidentiality and Security of Nonpublic Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.
Tax or professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.
Please direct any questions regarding this policy to firstname.lastname@example.org.