Information That We Collect. In connection with providing our clients with our services, we obtain nonpublic and public information about our clients, which may include the following:
Information That We Share. We, along with our affiliates, use or share information in a limited and carefully controlled manner. We do not disclose any nonpublic information about our prospective, existing or former clients to anyone, except as permitted or required by law or requested by a regulatory agency. Instances in which we may be required or requested to share client information include:
Confidentiality and Security. Only those persons who need client information to perform their jobs have access to it. In addition, we maintain physical, electronic, and procedural security measures that comply with federal regulations to protect client information. Our employees have limited access to clients' personal information based upon their responsibilities. All employees are instructed to protect the confidentiality of clients' personal information as described in these policies, which are strictly enforced.