Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
We will continue to meet the rules and regulations as required by law and regulatory bodies.
PROTECTING 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.
FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT
Federal law allows you the right to limit the sharing of your NPI by “opting – out” of the following: sharing for non-affiliates’ everyday business purposes –information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
We work with third parties to provide live feeds, improve our marketing and communication. The data we collect includes but are not limited to customer provided information, such as IP addresses, name, address, email, and purchases on our website. This data helps us learn which are the most important products for clients, as well as it allows us to know if the website is running properly. You may opt out of the permission to check your data by writing us at Team@MyBestLifestyle.PRO.
DEFINITIONS:
Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
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, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or 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 reasons that we may share your personal information:
For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
We will not sell your data; an exception can be made in the event Boracchia Wiviott Wealth Partners LLC or part of it is sold in which case your data may be part of this sale but we would not sell your data unless it was with the sale of the company’s other assets. We are never going to sell your data unless it is for another advisor to manage and we have no plans to sell the company or part of it at all, rather we plan to pass it down to our own generations. We just want to be transparent that this is the only time your data may be sold again if our company or perhaps part of it like the insurance division is sold.
We use your data for our marketing – to offer our products and services to you;
Certain third parties who we use to process your business needs have access to your data but we are stringent in who we work with and if anyone has a privacy policy we don’t agree with we don’t work with them.
For any or all of our affiliates’ everyday business purposes – we may provide general information not specific to you about your transactions and experiences that do not identify to you and information about your creditworthiness again without providing any identifying information.
What’s most important is we will not sell your data and we will only use any identifying information as it is necessary for us to be the best advisors we can to you.
In Brief
We do not release any identifying information about clients without explicit consent.
