Notice of Privacy

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This privacy notice complies with the Gramm-Leach-Bliley Act and federal regulations governing the privacy of financial information applicable to our clients.

We are committed to providing our clients with quality service. While collecting information about you is essential to meet your needs, we recognize the importance of handling your personal information with care. Accordingly, we have established this Notice of Privacy and related policies.

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Confidentiality and Security of Your Information

We maintain appropriate physical, electronic, and procedural safeguards to protect the security and confidentiality of your nonpublic personal information. We educate our employees about the terms of this Notice and the importance of customer privacy. We restrict access to nonpublic personal information about you to those employees and others who need to know that information to provide services to you, to maintain your accounts, or conduct our business.

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Information We Collect About You

Collecting information from you is essential to our ability to offer quality services. As part of that process, we may collect nonpublic information about you from the following sources:

• Information we receive from you on applications and other forms such as your name, address, Social Security number (if an individual), assets, income, and beneficiaries; Information about your
  transactions with us, or others;
• Information about your transactions with us;
• Based upon the services provided, information we receive from consumer reporting agencies, government agencies and from your agent banks and prime brokers where applicable;
• From other sources, such as information concerning and/or requested pursuant to US Patriot Act Anti-Money Laundering prevention rules and regulations; and
• Information that is used to facilitate emails from you.

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Information We Disclose and to Whom

We do not disclose any information about our clients or former clients to anyone, except as permitted or required by law. We may disclose the types of information listed below to affiliated and non-affiliated companies that help us conduct our business, that perform administrative or others services on our behalf, or other financial institutions with which we now or may have joint marketing agreements. Reasons we can share your information:

• For our everyday business purpose – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
• For our marketing purposes – to offer our or our affiliate's products and services to you; and
• For our affiliate's everyday business purposes – information about your transactions, creditworthiness, and experiences.

Since we do not share your personal information with affiliates or non-affiliates for marketing purposes, there is no further limit on information sharing.

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Contact

If you have any questions about this Privacy Policy, you can contact us by email: info@mhleblang.com