Heritage Investment Partners, LLP is committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information about you, and the measures we take to safeguard that information. Keeping client information secure and private is a priority for us.
What types of non-public personal information do we collect about you?
In the course of providing service to you, we collect non-public information about you from the following sources:
- Information from you on account applications and other standard forms (for example, name, address, social security number, assets, types and amounts of investments, transactions, and income);
- Information about your transactions, our affiliates or others including those companies that work closely with us to provide you with diverse financial products and services (for example: your account balance, payment history, parties to transactions, types and amounts of investments, transactions and credit card usage);
- Information we receive from consumer reporting agencies (for example; your credit worthiness and credit history);
- Information obtained when verifying the information you provide on applications and other forms (this may be obtained from your current or past employers, or from other institutions where you conduct financial transactions).
How do we protect the confidentially and security of your non-public personal information?
Keeping your information secure is one of our most important responsibilities. We restrict access to non-public personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.
Do we disclose to any non-affiliated third parties your non-public personal information?
We do not sell, share, or disclose your non-public personal information to third party marketing companies. We may disclose non-public personal information about you in connection with the transfer of your account to another financial institution at your request or the request of your representative. We may also disclose non-public personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, to conduct our operations, or follow your instructions as you authorize, or to protect the security of our financial records.
What is our policy relating to former clients?
If you decide to terminate your relationship, we will adhere to the privacy policies and practices as described in this notice. We reserve the right to change this policy at any time and you will be notified if any changes occur.