Each client is given a privacy policy note before we conduct our financial
planning services. In this note it advises the client how we use their
information and what our safe guarding policies are. We let the client know
whom we disclose their personal information to and why we do so. After reading
over our privacy policy, we then give the client the ability to opt out of our
services if they do not feel as if we are not going to protect their information.
We do not make the client sign this privacy agreement, but if they do not we
will not be providing them our service. The privacy policy note does not only
cover the client, but it also covers Nix Capital Partners. If for any reason
our clients feels that we violated their privacy, we can always refer back to
the policy in which they signed.
No comments:
Post a Comment