Privacy Policy for clients of M. Freedman & Co., Inc., An
Accountancy Corporation
This Privacy Notice applies to clients of M.
Freedman & Co., Inc., An Accountancy Corporation ("MFAC"), a
company that is licensed by the California Board of Accountancy and
provides accountancy and business management services. It is
important to MFAC that its clients are aware of its privacy policy.
Accountancy firms, like all companies who receive personal
financial information pertaining through their provision of
services to customers, are required by law to inform their clients,
in writing, of their policies regarding privacy of client
information. Accountancy firms like MFAC have been and continue to
be bound by professional standards of confidentiality that are even
more stringent than those required by the recently enacted federal
privacy laws. When appropriate, MFAC is referred to below as
"we".
We collect nonpublic personal information about you from the
following sources:
- Information we receive from you during meetings and
discussions, on applications, tax preparation organizers,
worksheets, and other documents we use in tax preparation or
providing our services to you;
- Information we receive from you and others in connection with
MFAC's provision of accountancy, business management and tax
preparation services;
- Information about your transactions with us or others; and
- Information we receive from consumer reporting agencies.
We do not disclose any nonpublic personal
information about our clients or former clients to anyone, except
as permitted or required by law. For example, we may disclose
certain items of personal information we collect, as described
above, with our affiliated company, MFAC Financial Advisors, Inc.
Additionally, we may need to discuss your personal information with
others, such as your banker or attorney, in order to provide
services to you. Furthermore, in limited situations, we may need to
provide certain information to unrelated third parties who need to
know that information to assist us in providing services to you. In
all such situations, we stress the confidential nature of
information being shared.
We restrict access to nonpublic personal
information about you to our employees and agents who need to know
that information in order to provide services to you. We maintain
physical, computer, and procedural safeguards to guard your
nonpublic personal information.
If you have any questions about this Privacy
Notice, please discuss such questions with us because your privacy,
our professional ethics, and the ability to provide you with
quality financial services are very important to us.
Privacy Policy for clients of MFAC Financial Advisors,
Inc.
This Privacy Notice applies to clients of MFAC Financial
Advisors, Inc. ("MFAC-FA"), a company that is licensed as an
investment adviser with the California Department of Corporations
and provides investment advisory services. It is important to
MFAC-FA that its clients are aware of the firm's privacy policy.
Financial advisers, like all companies who receive personal
financial information pertaining to their provision of services to
customers, are required by law to inform their clients, in writing,
of their policies regarding the privacy of client information. When
appropriate, MFAC-FA is referred to below as "we."
We collect nonpublic personal information about you from the
following sources:
- Information we receive from you during meetings and
discussions, on applications, worksheets, and other documents we
use in financial planning or providing our services to you;
- Information we receive from you and others in connection with
MFAC-FA's provision of advisory services;
- Information about your transactions with us or others; and
- Information we receive from consumer reporting agencies.
We do not disclose any nonpublic personal information about our
clients or former clients to anyone, except as permitted or
required by law. For example, we may disclose certain items of
personal information we collect, as described above, with our
affiliated company, M. Freedman & Co., Inc., An Accountancy
Corporation. Additionally, we may share a limited amount of
information about you with a brokerage firm in order to execute
securities transactions on your behalf. We may also need to discuss
your personal information with others, such as your banker or
attorney, in order to provide services to you. Furthermore, in
limited situations, we may need to provide certain information to
unrelated third parties who need to know that information to assist
us in providing services to you. In all such situations, we stress
the confidential nature of the information being shared.
We restrict access to nonpublic personal information about you
to our employees and agents who need to know that information in
order to provide services to you. We maintain physical, computer,
and procedural safeguards to guard your nonpublic personal
information.
If you have any questions about this Privacy Notice, please
discuss such questions with us because your privacy, our
professional ethics, and the ability to provide you with quality
financial services are very important to us.
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