Personal Identifying Information We May Collect
We may collect certain personal identifying information about you (including but not limited to your email, name, address, social security number, etc.) from information that you provide or from one of your authorized representatives (such as your accountant, wealth manager, attorney, etc.). We also collect information about your bank accounts and transactions (such as bills and invoices paid, account balances, inquiries, etc.), information to process transactions or to conduct online transactions.
Information We May Share
We may share information with third parties in order to provide service to our clients, or as required by applicable law or court order. In general, the only information that would be shared would be approved by you and with your established trusted advisors. The permission you authorize may be rescinded or modified by you, in writing, at any time.
Medical Information We May Collect or Share
We only collect medical information if we process medical bills and invoices for payment. We only share medical information if you have asked us to manage or coordinate medical bill payment. You may rescind or modify the sharing of this information, in writing, at any time.
What Information We May Disclose
We do not disclose the nonpublic personal information we collect about you to anyone except as permitted by law.
Personal Information Protection
It is our policy to protect your personal information by doing the following:
Safeguarding any data, computer files and documents containing your personal information from any misuse by third parties;
Destroying, erasing or making unreadable any data, computer files and documents containing your personal information prior to their disposal;
Protecting the confidentiality of your personal information;
Prohibiting the unlawful disclosure of your personal information;
Restricting the access to your personal information only to our employees who need such access and only to extent that it is needed;
Maintaining other physical, electronic and procedural safeguards in compliance with applicable federal and state laws and regulations.
Should there ever be a security breach regarding your personal information, we intend to comply with any and all applicable state and federal law requirements regarding the notification and disclosure to you and to any appropriate authorities.
2777 Summer Street, Suite 401
Stamford, CT 06905
Governing Law and Jurisdiction