The Firm collects personal information as part of our relationship with you to provide client services and fulfill legal and regulatory requirements. The type of information The Firm collects may include:
The Firm will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. The Firm does not sell any personal information about you to any third party. The Firm will not disclose personal information without your authorization except as required or permitted by law.
The Firm has established procedures that limit access to personal information to those employees who need to know such information in order to perform business services. The Firm educates our employees on the importance of protecting the privacy and security of confidential personal information and each employee is required to sign a confidentiality agreement.