At Myers Capital Management (MCMI), our commitment to meeting the clients’ needs with Quality, Integrity and Service extends to the security of their sensitive information. The policy outline below explains how we address this important issue.
CUSTOMER INFORMATION: We collect and maintain only the information necessary for us to be able to provide services requested by you and to administer your business with us. We may collect nonpublic personal information from the following sources:
- From you when you verbally disclose information, complete fact-finding or application forms, or provide various types of financial documentation to us (such as name, address, Social Security Number, assets, income, tax data or medical information); and
- From non-affiliated financial institutions who provide transaction data to us (such as deposit and withdraw dates, transaction amounts, or account balances).
CONFIDENTIALITY AND SECURITY: MCMI does not disclose any nonpublic personal information about you to anyone, except as necessary to provide products or services you have requested from us or to governing authorities as permitted or required by law.
We also restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural
safeguards to guard your nonpublic personal information.
DISCLOSURE OF OUR PRIVACY POLICY: As a member of the financial services industry, we are sending you this notice for informational purposes and will update and distribute it annually in writing. If, for any reason, you decide to close your account(s) or become an inactive customer we will faithfully adhere to the policies and practices described above.
Rev. 6/2001
