We
at Blue Crown Financial LLC consider privacy to be fundamental to
our relationship with our clients. We are committed to
maintaining the confidentiality, integrity and security
of our current and former clients nonpublic information.
Accordingly,
we have developed internal polices to protect
confidentiality while allowing clients needs to be met.
We will not disclose any non-public personal information
about clients, except to service providers as required
by applicable law or regulation.
In
the normal course of serving our clients, information we
collect may be shared with companies that perform
various services such as accountants or auditors.
Specifically, we may disclose to these service providers
non-public personal information including:
-
Information Blue Crown Financial LLC receives from clients
account agreements and related forms (such as name,
address, Social Security/Tax identification number,
birth date, assets, income and investment experience);
and
-
Information about clients transactions with Blue Crown
Financial LLC (such as account activity and account balances).
Any
party that receives this information will use it only
for the services required and as allowed by applicable
law or regulation, and is not permitted to share or use
this information for any other purpose.
To
protect the personal information of individuals, we
permit access only by authorized employees who need
access to that information to provide services to our
clients and us.
In
order to guard clients non-public personal information,
we maintain physical, electronic and procedural
safeguards that comply with the U.S. federal standards.
If
the relationship between a client and Blue Crown
Financial LLC ends, Blue Crown Financial LLC will continue to treat clients
personal information as described in this notice.
An
individual clients right to privacy extends to all forms
of contact with Blue Crown Financial LLC including telephone,
written correspondence and electronic media, such as the
Internet.
Blue
Crown Financial LLC reserves the right to change this privacy
notice, and to apply changes to information previously
collected, as permitted by law.
Blue
Crown Financial LLC will inform clients of any such changes as
required by law.
If
you have any questions about these policies, please contact
us
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