In the process of serving you, we become stewards of your “nonpublic personal information” – information about you that is not available publicly. This information comes to us from the following sources:
We limit the collection and use of nonpublic personal information to that which is necessary to administer our business and provide superior service.
In order to protect customer privacy, we carefully control the way in which any information about you is shared. It is our policy to not disclose any nonpublic personal information about you or former customers to anyone, except as permitted or required by law.
We are permitted by law to disclose all of the information we collect as described above to transfer agents, broker-dealers, administrators or any firms that assist us in maintaining and supporting the financial products and services provided to you. However, these parties are not permitted to release, use or transfer your information to any other party for their own purpose.