1. We do not sell your personal information to anyone. We do not share your personal information with third parties for marketing purposes. We do not sell your personal or account information to third parties for any reason. We will only release information about you if you direct us to do so, if by law we are compelled to do so, or in other legally limited circumstances.

2. We safeguard your personal information. We have established security standards and procedures to prevent access to client information by maintaining physical, electronic and procedural safeguards to guard client information. We educate our employees about the importance of confidentiality and client privacy and will take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

3. We do collect personal information in the normal course of business in order to administer your account(s). We collect information that you provide us when setting up an account. We may disclose personal information to other service providers we deal with in the normal course of business to administer your account such as our trust accounting service provider.

4. If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.