You entrust us with your personal and financial information, and we take that
trust very seriously. It is our policy to protect the privacy of all nonpublic
personal information we collect, including information about our current and
former clients and our current and former prospective clients.
We collect, maintain and disclose personal information about you to help us
provide services to you. The information we collect includes:
financial and personal information about Consumers who seek services through
our Website, including credit card information used to pay for Services;
personal information about Advisors who offer services through our Website; and
information that Consumers and Advisors authorize us to collect from companies
who provide services to You, your investments, your financial history and your
It is our policy not to share your personal, nonpublic information with anyone
who is not affiliated with us; however, we may share your information:
with our third party service providers that perform services on our behalf,
such as our accountants and attorneys;
with other parties as allowed by law, such as government regulators who audit
our books and records.
We have obtained agreements from our outside service providers assuring us that
they will not disclose or reuse any nonpublic, personal information that they
receive from us. In addition, we have adopted internal procedures and policies
reasonably designed to protect your personal information. Under those
We restrict access to your personal information to those of our employees who
need to know this information to provide products or services to you.
We require third party service providers, our affiliates and our employees who
have access to your information, to sign confidentiality agreements prohibiting
them from using your information for any purpose other than providing services
We encrypt data We collect from You through the Website to protect its
If you want a copy of this policy please print a copy for your records.
October 21, 2003