We are committed to promoting high standards in the handling of personal information, and to protect an individual's right to privacy. We will not disclose or pass on any information we hold on an individual or client without their express written permission, unless we are under a legal obligation to do so.

We value your trust, and we understand that handling your financial information with care is our most important responsibility. So, only those who provide the products or services you might need are authorized to have access to your financial information.

We operate under a detailed, rigorous information security policy designed to protect the security and confidentiality of your information.

We have a strict code of ethics for all associates that require confidential treatment of your information.
We do not sell or share Customer Information with outside marketers who may want to offer you their own products and services.

Keeping financial information secure is one of our most important responsibilities. We maintain physical, electronic and procedural safeguards to protect Customer Information. Employees are authorized to access Customer Information for business purposes only. Our employees are bound by a code of ethics that requires confidential treatment of Customer Information and are subject to disciplinary action if they fail to follow this code.