TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information and Financial Account Numbers and/or Balances, Sources of Income or other Information. When you are no longer our customer, we may continue to share your information only as described in this notice.
PARTIES TO WHOM WE DISCLOSE INFORMATION
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the typical reasons that we may share your personal information:
- For everyday business purposes – such as to process your transactions, maintain your account(s), or respond to court orders and legal investigations, or report to credit bureaus;
- For our marketing – to offer our products and services to you;
- For our affiliates’ everyday business purposes – information about your transactions and experiences.
We may also share personal information with your designated agent or other parties that you authorize.
PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
WHO DOES THIS PRIVACY STATEMENT APPLY TO?
This privacy notice applies to individual customers (and former customers) who use the financial products and services offered by TIH primarily for personal, family, or household purposes. The examples contained in this privacy notice are illustrations and are not intended to be comprehensive. This notice complies with recently enacted federal law and SEC and FTC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.
FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT
It is not a policy of TIH to share nonpublic personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service client accounts or is mandated by law, there are no allowances made for clients to opt out.
Affiliates – companies related by common ownership or control. They can be financial and nonfinancial companies;
Unaffiliated third parties – companies not related by common ownership or control. They can be financial and nonfinancial companies.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. (310) 873-3020