Pursuant to the Gramm-Leach-Bliley Act enacted by Congress (Federal Trade Commission Regulation 16 CFR Part 313), the law offices of Cantor & Webb P.A. gives its supreme assurance to you, our valued client, that any nonpublic information given to us in conjunction with any service we may provide, is taken and will remain in confidence and will not be distributed or disclosed to any nonaffiliated third party. In order to properly represent you, we must provide such assurance so that there will be no hesitation on your behalf in divulging any sensitive information pertinent to your representation. This notice summarizes any nonpublic information we may collect from you in the course of our representation of you, our disclosure policies, and the measures we take to safeguard that information.
Information We Collect
Information we receive directly from you, in personal conversations, written letters, and any other correspondence, including electronic mail. This information may include your name and address, names and addresses of family members, social security numbers, birth dates, and financial information.
Information on existing documents you provide to us, such as wills, trusts, partnership or shareholder agreements, other contracts, tax returns, statements from bank and brokerage accounts, and insurance applications and policies.
Information we may receive from other advisers, investment managers and financial service providers with whom you work (such as accountants, insurance agents and financial planners).
The information we collect, and the people from whom we collect it, will of course vary depending on the nature of our representation of you.
We do not disclose nonpublic personal information, or any other information, about our clients or former clients to anyone, except as specifically authorized by you, as permitted by law to facilitate our representation of you, or as otherwise required by law.
We restrict access to nonpublic personal information about you to those employees who need access to perform their job responsibilities. We maintain physical, electronic and procedural safeguards to ensure the confidentiality of your nonpublic personal information.