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We collect information about you from your account application and other written and verbal information that you provide to us. We use this information to process your requests and transactions (for example, to provide you with additional information about our services, to open an account for you or to process a transaction). In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account, such as third party administrators, custodians and broker-dealers. We also may provide your name and address to one of our agents for the purpose of mailing your account statement and other information about our products and services to you. We require these outside firms, organizations and individuals to protect the confidentiality of your information and to use the information only for the purpose for which the disclosure is made. We do not provide customer names and addresses to outside firms, organizations or individuals except in furtherance of our business relationship with you, or as otherwise required or permitted by the law.

We will only share information about you with those employees who will be working with us to provide our products and services to you. We maintain physical, electronic and procedural safeguards to protect your personal information.

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Last Update: 28.11.2011
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