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While information is the cornerstone of our ability to provide superior service, our most important asset is our clients' trust. Keeping client information secure and using it only as our clients would want us to, is a top priority for all of us at Trachtman and Bach, Inc.
In the course of our rendering services to you we collect nonpublic personal information about you from the following sources:
Information we receive from you on applications and other forms;
Information about your transactions with us or others;
Information we receive from a consumer reporting agency.
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.
Upon completion of our services to you, we will adhere to the privacy policies and practices as described in this notice.
We take a number of steps to protect the privacy of information about our clients. Here are some examples.
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We keep information under physical, electronic and procedural controls that comply with federal standards. These controls help keep information from being changed or destroyed. |
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We require companies working with us to protect information. They agree to use it only to provide the services we ask them to perform for our clients and for us. |
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We safe guard, according to strict standards of security and confidentiality, any information our clients share with us. |
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We limit the collection and use of our clients' information to the minimum we require to deliver superior service, which includes advising our clients about our products, services and other opportunities, and to administer our business. |
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We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you, who are trained in the proper handling of client information. |
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