At James Law Group we believe that it is essential to protect the privacy of client information. The nature and importance of our client relationships require the highest standards of confidentiality and discretion. Below is a summary of the non-public personal information that we may collect and maintain during the course of our relationship, our policy regarding the use of that information, and the measures we take to safeguard that information. We do not sell non-public personal information to anyone and only share it with others as described below. Information We Collect In the course of our business relationship, we obtain non-public personal information about clients, including:
Information we receive from you on applications, surveys, or other forms (such as your name, address, and social security number and information about your employment, income, assets, beneficiaries and investment objectives).
Information about your transactions with us, our affiliates or others (such as account activity, loan history, and transaction information from other banks and financial advisers with whom you work).
Information we might receive from outside agencies or other advisers or investment managers with whom you work.
We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law to facilitate our services to our clients or as otherwise required by law. As allowed by law, we share information about current and former clients among our affiliates as necessary to help us service your account with us. We also provide non-public personal information to non-affiliated companies that require the information to provide specific services to client accounts.