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PRIVACY POLICYJanuary 1, 2008Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We are required by law to disclose our Privacy Policy to you. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure. The Information We Collect and MaintainThe types of information we collect (by mail, telephone, or over the Internet) and maintain about you so that we can provide investment management and/or financial planning services to you include:
The Disclosure of InformationWe will not disclose any nonpublic personal information about you or your account(s) to anyone unless one of the following conditions is met:
The Protection of InformationWe restrict access to non-public personal information about you to employees and service providers. Weston employees are subject to a strict employment policy regarding confidentiality. All other persons are restricted from accessing that information. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information including measures to protect against unauthorized access to or use of that information in connection with its disposal. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. Weston is committed to preserving that trust by respecting the privacy of all our clients to the best of our ability. We will not disclose your nonpublic personal information to anyone unless it is required by law, at your direction or consent, or is necessary to provide you with our services. We have not and will not sell your personal information to anyone, even if our formal client relationship ends. Additional Questions Our relationship with you is one of our most vital assets. For additional questions concerning this policy, please contact us by e-mail at newcenturyportfolios@westonfinancial.net,or westonfinancial@westonfinancial.net or call us at 1-888-639-0102. This privacy policy applies to the following entities: Weston Financial Group, Inc., a registered investment adviser, Weston Securities Corporation, a wholly-owned broker/dealer subsidiary, and New Century Portfolios, a registered investment company. Copyright 2000 - 2008 by Weston
Securities Corporation. All rights reserved. |
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