We collect the following nonpublic personal information about you:
- Information we receive from you on or in applications or other forms, including, but not limited to, your name, address, phone number, and social security number.
- Information about your transactions with us our affiliates or others, including, but not limited to your account number and balance, parties to transactions, cost basis information and other financial information.
We do not disclose any nonpublic personal information about our current or former clients and shareholders to nonaffiliated third parties, except as permitted by law. For example, we are permitted by law to disclose all the information we collect to the brokerage firm, bank or trust company servicing your account, to set up accounts and process transactions in your account. Furthermore, we restrict access to your nonpublic personal information to those persons who require such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards through our internal controls and periodic review that comply with federal standards to guard your nonpublic personal information.