Privacy Policy

Privacy Policy

The Firm and all its members shall safeguard and keep confidential any information collected relating to clients that is required to be kept confidential and safeguarded in accordance with governing laws, regulatory authorities, Rules of Professional Conduct/Code of Ethics, the Firm’s policy and specific client instructions or agreements.

Scope of Policy

  • Confidential information includes, but is not limited to:
  • Name or other unique identifiers;
  • Addresses, phone, fax, e-mail;
  • Age, sex, marital status, sexual orientation, personal relationships;
  • Political, religious, social or other similar affiliations;
  • Lifestyle information;
  • Buying and consumption tendencies;
  • Financial or business information of any nature;
  • Proprietary trade information, secrets, processes, products or market knowledge;
  • Government or other regulatory information identification numbers or similar identities; and
  • Electronic documents, data and communications.

Collection and Retention of Information

  • The Firm and all its members shall collect and retain only such personal or business information as is necessary for the purposes required to fulfill the Firm’s engagement responsibilities.
  • Personal and client information shall be retained only as long as necessary for the fulfillment of those purposes or for professional, regulatory and legal requirements.

Access and Use of Information

  • Client information and any personal information obtained shall be used or disclosed only for the purpose for which it was collected, except with the consent of the individual or entity or as required by law.

Email Policy

  • Email messages, including any attachments, are privileged and intended only for the person(s) named in the email. Emailed material may contain confidential or personal information, which may be subject to the provisions of the Freedom of Information & Protection of Privacy Act. Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received an email message in error, please notify us immediately by telephone, fax or e-mail and permanently delete the original transmission from us, including any attachments, without making a copy.