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Privacy Policy - Fiduciary Wealth Partners
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PRIVACY POLICY NOTICE
FIDUCIARY WEALTH PARTNERS, LLC

 

Fiduciary Wealth Partners, LLC has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.


WHAT INFORMATION WE COLLECT
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information
about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).


WHAT INFORMATION WE DISCLOSE
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as brokerdealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.


WHY WE DISCLOSE INFORMATION
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time. We do not share information with either our Affiliates or Nonaffiliates except as set forth above.

SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that meet or exceed applicable federal or state standards to protect your nonpublic personal information.


CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

 

DEFINITIONS
For purposes of this privacy policy, the following definitions apply

  • Affiliates: Companies under common ownership or control, which many include both
    financial and non-financial companies.
  • Nonaffiliates: Companies not related by common ownership or control, which many
    include both financial and non-financial companies.
  • Joint Marketing: A formal agreement between nonaffiliated financial companies that
    together market financial products or services to you.

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