Notice of Privacy Policy

[NAME OF COMPANY] takes protecting your privacy very seriously. We are committed to maintaining all of your nonpublic information, both personal and financial, in a confidential manner. This notice explains the types of nonpublic information we collect about you, and the limited situations in which we disclose it to any third parties.

In our normal course of business, it is necessary for us to collect certain nonpublic information about you, in order to provide you with the services or products you request. We collect this information from the following sources:

• Information collected directly from you, either in person or forms or applications.
• Information collected from documents you provide to us.
• Information about your transactions with us, our affiliates, or others.
  

The types of nonpublic information we may collect about you include, but are not limited to:

• Name, social security number and address.
• Assets and income.
• Account numbers and balances.
• Parties to transactions.
  

This firm does not disclose any nonpublic information about you to any third party without your consent, except as permitted or required by law. Third parties that perform services for you on our behalf, such as [enter applicable services], will receive your nonpublic information only as necessary to perform their functions, and are not allowed to share this information or use it for any other purpose. Internally, we restrict access to your nonpublic information to those employees who need the information in order to provide you with the services or products you have requested.

This firm maintains physical, electronic and procedural safeguards to guard your nonpublic information.