Privacy Notice To Our Clients
Kassouf Wealth Advisors, LLC, a registered investment advisor, is providing you with this information as required by Regulation S-P adopted by the Securities and Exchange Commission.
Information About You That We Collect
We collect non-public personal information about you from the following sources: information we receive from you in preparing financial plans or completing mutual fund applications or other forms and information about your financial transactions with us, our affiliates, or others.
Our Use of Information About You
As permitted by law, we may disclose some or all of the information we collect to independent parties that service your account in order to provide services that you request. These service providers may include broker-dealers, third-party investment managers, banks, and security clearing agencies; and others who provide services to us, such as parties who provide technical support for our systems and our legal and accounting professionals, as well as government agencies and other parties as permitted by law.
We Respect Your Privacy
It is our policy to treat customer information in a secure and confidential manner. We do not sell customer information. We do not provide customer information for marketing purposes to anyone outside of Kassouf Wealth Advisors, LLC. We may, however, be required to disclose client financial information to outside service providers in compliance with applicable laws. Even if you decide to close your account(s) or become an inactive client, we will adhere to the privacy policy described above.
How We Protect Your Confidential Information
We restrict access to non-public personal information about you to those employees of Kassouf Wealth Advisors, LLC who need that information to provide investment services to you, or to employees who assist those who provide those services to you. We maintain physical, electronic, and procedural safeguards to protect your non-public personal information.
Disposal Of Information
We have taken steps to reasonably ensure that the privacy of your non-public personal information is maintained at all times, including in connection with the disposal of information that we are no longer required to maintain. Such steps include, whenever possible, shredding paper documents and records prior to disposal, requiring off-site storage vendors to shred documents maintained in such locations prior to disposal, and erasing and/or obliterating any data contained on electronic media in such a manner that the information can no longer be read or reconstructed.