Privacy Policy

My Promise

I firmly believe that maintaining the confidentiality of the information of our clients is at the core of our client relationships. I promise that I will protect your confidential information as set forth in this Privacy Statement.

Personal Information We Record

We collect and retain information about you only when we reasonably believe that the information will assist us in managing your account and services, and in providing products, services and other opportunities to you. We will use your information to administer your account and to provide you with products and services that will best assist you. The information we collect will also be used to comply with certain laws and regulations that may apply to us, and to help us understand your financial needs as we design or improve our services.

We understand that you expect the personal information you have entrusted to us to be handled with great care. We do not disclose any non-public personal information about our clients, or former clients, to anyone, except as necessary to provide services, or as otherwise permitted or required by law. Please be assured that we will never provide personal information we may obtain to any affiliate or to any associate with a need to know.

Where the provision of personal data is required to enable us to provide specific service to the user the details collected will only be used for the stated purpose.

By continuing to use this site you are considered as understanding and agreeing to the contents of this policy.