Keeping customer information private is a priority for Lewis Blain Roberts & Boyd, its subsidiaries and affiliates. To enable us to provide our membership plans, we need to collect certain personal information from you. It is sometimes necessary to share that personal information with others to provide our services to you. However, we want to emphasize that we are committed to maintaining the privacy of this information in accordance with law. All individuals with access to personal information about our customers are required to follow this policy.
This privacy notice informs you of what personal information we collect about you and how we treat that information. Its purpose is to answer questions you may have regarding our treatment of your personal information and reassures you of our dedication to keeping your personal information secure.
Information We Collect
We collect non-public personal information about you from the following sources:
- Information we receive from you on applications or other forms such as your name, address, payment instructions, Social Security Number and Social Insurance Number in Canada.
- Information you may provide during visits to our website including IP address and cookies.
- Information about your transactions, interactions or communications with us, our affiliates or others.
Information We Share
We do not disclose any non-public personal information about our customers, past or present, to any non-affiliated entity except as described below and otherwise permitted by law. We may disclose all the information we collect, as described above, to Provider Law Firms and companies that assist us in the servicing or administration of the product you have requested or authorized.
When information is shared with companies that perform services on our behalf, we protect against the subsequent discloser of that information with a confidentiality agreement and/or other protective measures.
In no event do we disclose your personal information to companies that will use that information to contact you about their own products or services.
Our Security Procedures
We restrict access to non-public personal information to those persons who need such information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to protect your non-public personal information. We keep information for as long as is necessary for our business purposes and will dispose of all information in appropriate ways according to law and our company practices.
If you have any questions about this notice or if you would like to review or make changes to your personal information, please email us at email@example.com or call us at (803) 790-8838.
* This notice has been provided to you in compliance with applicable state and federal laws including the Financial Services Modernization Act of 1999, U.S. Pub. L. 106-102, 113 U.S. Stat. 1338, for informational purposes only. No action is required by you.