We recognize that our relationship with current and prospective clients is based on integrity and trust. Respect for our clients' privacy is highly valued at Robert Bender & Associates, and your privacy is important to us. We work hard to maintain your privacy and we are very careful to preserve the private nature of our relationship with you, and we understand that the trust you have placed in us is conditional upon our proper handling of your personal information.
Robert Bender & Associates may collect non-public personal information about you from the following sources:
- Information we receive from you or your authorized representative on applications and other forms, in interviews, or by other means;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from consumer or other reporting agencies, governmental agencies, employers or others; and
- Information we collect when you visit our internet website.
- We do not sell client information. We do not provide client information to persons or organizations outside Robert Bender & Associates who are doing business on their own behalf, for marketing purposes or otherwise.
We may disclose all of the information we collect, as described above, to agents, brokers and representatives who service you, and to companies as necessary to effect, administer, or process a transaction, or for maintaining or servicing your account.
Otherwise, we do not disclose any non-public personal information about our clients or former clients to anyone, unless authorized by the client or as required by federal or state law.
We restrict access to non-public personal information about you to those employees at Robert Bender & Associates who need to know that information to provide the products or services to you. We maintain physical, administrative and technical procedural safeguards that comply with federal standards to guard your non-public personal information.
We require anyone to whom we disclose your personal information to protect its confidentiality and to use it solely for the purpose for which it is disclosed. We enter into contractual agreements with non-affiliated third parties that prohibit the third parties from disclosing or using your non-public information other than to carry out the purposes for which we disclosed the information.
We recognize that some clients appreciate receiving information from other companies about products or services that may interest them. Some clients do not want to receive such information. You may instruct Robert Bender & Associates on behalf of the joint owner by providing his or her Social Security number. To request that your information not be shared, you may contact Cathy Emmett, Vice President-Administration at (626) 397-9072 and request that we not disclose non-public information about you to any other non-affiliated third parties.
Should you have any questions regarding our privacy procedures, please feel free to contact Cathy Emmett, Vice President-Administration at (626) 397-9072.