THIS DOCUMENT CONTAINS IMPORTANT INFORMATION OF OUR CONCERN FOR
PROTECTING YOUR RIGHTS UNDER FEDERAL PRIVACY LAWS.
We collect information about you and your company as well as all our clients from the information you submit on our 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 from a business report agency.
As a general rule, we will not disclose any 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 or your company, and we may be required by law to disclose information, as for example, in response to a subpoena or other court order. Also, if requested by you, we may disclose information about you and your company 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. We provide access to information only to those contractors who need to know the information to provide your company with our services. We maintain physical, electronic and procedural safeguards to guard the information.
We are bound by professional standards of confidentiality that are even more stringent than those required by law. Please call us if you have any questions.