Updated: June 2021
Information We Collect:
In the course of providing services to our clients, we receive and collect personal information from clients; their accountants and attorneys and other third party representatives; and information provided through (i) applications, contracts or other forms; (ii) client documents; (iii) transactions; and (iv) internally documented conversations.
Information We Disclose:
We do not disclose the nonpublic personal information we collect about our clients and prospective clients to anyone except: (i) in furtherance of the business relationship which we conduct on a client’s behalf, and then only to those persons necessary to effect the transactions and provide the services that a client authorizes (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities); or (iii) our attorneys, accountants, and auditors (to the extent necessary). We do not permit clients to opt out of these limited sharing scenarios. We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). Any third party that is in receipt of nonpublic personal information is prohibited to use or share the information for any other purpose.
We limit employee and agent access to client nonpublic personal information to those who are required to know the information to provide services to the client. Furthermore, we make every reasonable effort to ensure that our office and computer environments are secure, and maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards. Outdated personal information will be securely maintained for a period of time as required by law, then destroyed.