Effective Date: Nov 30, 2010
At Robertson Wealth Management, we respect your personal financial privacy. We realize that you have entrusted us with private personal financial information, and it is important to us that you know our policy concerning what we do with that information.
We collect personal financial information about you from the following sources:
- Information you provide us in investment advisory agreements, brokerage account applications, and other documents you complete in connection with the opening and maintenance of your accounts with us; and
- Information you provide us orally; and
- Information we receive from third parties, such as brokerage firms, about your transactions with us or with others.
We do not disclose any nonpublic personal financial information about you to anyone, except in the following circumstances:
- When required to execute transactions for your account or otherwise to provide services you have requested; or
- When you have specifically authorized us to do so in writing; or
- When permitted or required by law.
Within our firm, we restrict access to your personal financial information to the employees who need to know that information to provide services to you. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect your privacy.
If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices described in this notice.
Client Signature: ____________________________________Date: ______________
Client Signature: ____________________________________Date: ______________
If you would like to download a copy of this Privacy Policy, click here.
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