|
Our relationships with current and prospective clients are
based on integrity and trust. We recognize that you use our
services because you trust that we will stand behind our
promises. In turn, we pledge our commitment to treating your
information responsibly. We want you to be aware of how we
handle personal and business information and the important
measures we take to protect it.
We may collect non-public information about you and your
business from the following sources:
• Information we receive from you and your authorized
representatives,
• Information about your transactions with us or our Affiliates or Strategic
Partners, or
• Information collected on our website.
We safeguard all non-public information and, except for
the benefit of the Client, do not disclose to anyone outside
of Tri-Circle Financial & Insurance Services any proprietary
or confidential information. We maintain physical, electronic,
and procedural safeguards to protect your information.
We will only disclose your information to persons outside
of Tri-Circle Financial & Insurance Services under the
following circumstances:
• To your other advisors, when authorized by you,
• To our Affiliates or Strategic Partners, as necessary to complete the
authorized scope of work outlined in our Service Agreement, or
• As required by law.
Authorization by you includes emails, faxes, letters, or
phone calls documented in our files.
If you have any questions regarding this policy statement,
please contact:
Rachel Owens
Tri-Circle Financial & Insurance Services
Phone: 714-560-9022
Fax: 714-560-0422
Email: rachel@tricirclefinancial.com
|
