In November 1999, Congress passed major changes to modernize the laws that govern
the financial services industry, including those designed to safeguard individual
privacy. At TradePMR, Inc., protecting our clients' privacy is paramount; we recognize
that an individual's financial matters are extremely private and sensitive in nature.
These laws and regulations, combined with our long-standing firm policies, enable
us to protect your privacy and, at the same time, provide you with a broad range
of high quality accounts and services.
We collect only the information that is required to provide you with the highest
quality professional services or that is required by law and regulation. This nonpublic
personal information about you is collected from the following sources: information
we receive from you on applications or other forms; information about your transactions
with us, our affiliates, or others; and information we receive from consumer reporting
agencies as needed.
Employee access to customer information is restricted to those who have a legitimate
need to know in order to provide you with our professional services, or to comply
with laws and regulations. We maintain both physical and electronic safeguards in
accordance with federal law and regulatory standards; any employee who has access
to individual information receives training and is required to follow company procedures
designed specifically to keep that information confidential. Please notify us if
it ever appears that our records contain incomplete or inaccurate information about
you. We will promptly investigate your concerns and make any necessary corrections.
We provide information to outside vendors only to the extent necessary to complete
your financial transactions, to keep you fully informed as to these transactions,
and to maintain our professional relationship with you. Any information that we
must provide these outside vendors is restricted as to content and recipient. Any
organization that receives such information must provide us with a copy of its privacy
policy, and each policy will be reviewed to ensure that it is sufficient to meet
TradePMR's client information privacy standards. Under no circumstances whatsoever
will TradePMR sell information about you or your business to any vendor, public
or private.
Protecting your privacy is an ongoing process. As technology continues to advance,
TradePMR will continue to evaluate its security standards and procedures in order
to protect your information with the best available means. Nothing is more important
to us than our clients' trust and confidence, and we will do whatever it takes to
maintain the security of our professional relationships.
Identity Verification
TradePMR, Inc. will use all means necessary to verify the information given on accounts,
including the use of third party credit agencies, to comply with all government
and industry regulations on Money Laundering. Failure to provide adequate and correct
information on any account will result in reporting to the proper enforcement agency.