PRIVACY NOTICE
How We Safeguard Your Privacy
Kurt Filipovitch & Company recognizes the importance of respecting your privacy and maintaining your trust. This is why we want you to know how we protect your privacy and the measures we take to safeguard your information.
Our Privacy Policy Pledge
To meet our clients' needs with financial products and services, we depend on certain information. We gather and collect personal information about you from the following sources:
Information we receive from you on tax organizers, worksheets, and other documents, and
Information about your transactions with us or any external sources on a day-to-day occurrence.
We only collect the information we need to deliver exceptional products and services. We pledge to maintain control over the confidentiality of your personal information and give you a choice with regard to having your information shared with other companies and advisors.
Safeguarding Your Information
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
Access to client information is limited to personnel in the firm who need the information to perform their job responsibilities. We maintain physical, electronic, and procedural safeguards that meet state and federal regulations to guard your nonpublic personal information. We continually update and improve our security standards and procedures to protect against unauthorized access to your confidential information.
Keeping You Up-To-Date
This privacy policy has always been in place and will continually improve. We will inform you of our privacy policy at least once a year as long as you are a client.
Your Options
We hope you feel safe and secure in knowing that safeguarding your personal information is among our highest priority. If you have any questions about this policy please e-mail Teddie Filipovitch.
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