Types of Non-Public Personal Information We Collect
In the course of performing appraisals and other financial services, we may collect what is known as "nonpublic personal information". This information is used to facilitate the services that we provide and may include the information provided to us by clients directly or received by us from others with the client's authorization.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties except as necessary or as required by law. By way of example, a necessary disclosure would be to our employees and in certain situations, to unrelated third party consultants who need to know that information in order to assist us in providing financial and appraisal services. All of our employees and any third party consultants we employ are informed that any information they see as part of an assignment is to be maintained in strict confidence within the firm.
A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which our client is a party.
Confidentiality and Security
We will retain records relating to professional services that we have provided for a reasonable time so that we are better able to assist our clients. In order to protect clients' nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic and procedural safeguards that comply with our professional standards to insure the security and integrity of client information.
Please feel free to call at any time if you have any questions about the confidentiality of the information you provide to us.