In order to manage your account and provide other services, we may collect nonpublic personal, financial, and other confidential information by the following methods or from the following sources:
- Information from applications and forms or provided by you in person, over the telephone, electronically, or from your other advisors (for example, attorney, insurance agent, or tax advisor);
- The types of information we gather includes, but is not limited to, your name, address, Social Security number, marital status, assets, liabilities, income, types of insurance policies, and current employment information; and,
- Information regarding your financial transactions, account balances, and disclosure of your accounts with other custodians.
We do not disclose any nonpublic personal information about you to anyone, except as required by law, applicable regulation, or standard fiduciary practices. However, in the course of servicing your account or providing other services, we may share previously described information about you with other service providers, such as your other advisors or custodians, to effect transactions, provide account maintenance or other services to your account. We may also disclose your information as required by law, such as to government agencies and law enforcement officials, (for example, regarding tax reporting or as required under a Court order), or to other organizations and individuals with your consent (for example, your attorney or tax advisor).