Walker Laurent Inc greatly values each relationship with every one of our clients. One of the ways we continuously strive to maintain your trust and confidence is to protect the privacy and use of your personal information. Additionally, we encourage you to restrict access to confidential data you might disclose to others to strengthen protections further.
Walker Laurent Inc will not share your personal information with anyone unless it is required by law, allowed by you, or vital to delivering our services to you. We do not sell your personal information to anyone.
Walker Laurent Inc collects a wide range of personal information needed to support the investment and advisory services that we provide to you. This information is held in our files to provide the highest level of service to you with a full appreciation of appropriate information.
Our services may include opening an investment account for you. In doing so, we observe laws that require us to acquire, authenticate and document information that identifies each individual involved in the opening of an account.
Information requested will include your name, address, contact information, tax identification number, marital status, age, nationality, and other identification.
Disclosing Information to other Companies
In delivering our services to clients, we sometimes need to disclose your personal information with other companies as required to provide you with the investment and broader planning services you have asked us to undertake. However, in all such instances, we limit your personal information to those employees who need to access such information to provide such services.
Disclosing Information to Third Parties
We will not disclose any information about you or your finances to any third parties unless:
|We have your written consent;|
|The third parties are your authorized representatives; or,|
|We are legally required to disclose information.|
How We Protect Personal Information
We follow many clerical, procedural, and physical safeguards to ensure that the security and confidentiality of all client information are protected.
Most of the information we hold is kept electronically on servers located at secure offsite facilities. All transmissions of data are encrypted, and firewall-protected, and all backed up daily. Any paper-based or other physical information is safely held in our offices until shredded or otherwise destroyed. All third parties that carry out services for us have only limited access to information on a when-needed basis and are contractually obligated to keep all information confidential.
These procedures are strictly upheld for all client information for prospective, active, and former clients.
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