Protection of Non-Public Information
Our Privacy Pledge
We view your privacy as a top priority. We collect personal information to open your account(s), to process your transactions and to help us provide a better level of service. We do not sell your personal information to anyone. We protect the security and confidentiality of the personal information we collect. You will be provided a copy of our Privacy Policy at the beginning of our advisory relationship.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust. S.A. Wilson Associates, LLC privacy policy applies to customers who are current or former investment advisory, financial planning or retainer clients.
Our Privacy Pledge
We view your privacy as a top priority. We collect personal information to open your account(s), to process your transactions and to help us provide a better level of service. We do not sell your personal information to anyone. We protect the security and confidentiality of the personal information we collect. You will be provided a copy of our Privacy Policy at the beginning of our advisory relationship.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust. S.A. Wilson Associates, LLC privacy policy applies to customers who are current or former investment advisory, financial planning or retainer clients.
- We do not sell your personal information to anyone.
- We do not disclose personal information to third parties, unless one of the following limited exceptions applies.
- We disclose personal information to the chosen independent qualified custodian that help us process and service your transactions or account(s), including companies that print and mail your account statements.
- We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law, for example, to cooperate with regulators or law enforcement authorities.
- Outside of these exceptions, we will not share your personal information with anyone unless you have specifically asked us to do so, for example, your accountant or attorney.