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Our Promise to You
As a client of Brand AMG, you share both personal and financial
information with us. Your privacy is important to us, and we are dedicated to
safeguarding your personal and financial information.
Information Provided by Clients
In the normal course of doing business, we typically obtain the following
non-public personal information about our clients:
* Personal information regarding our clients’ identity such as name,
address and
social security number;
* Information regarding securities transactions effected by us; and
* Client financial information such as net-worth, assets, income, bank
account
information and account balances.
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor
is it our practice to disclose such information to third parties unless
requested to do so by a client or client representative or, if necessary, in
order to process a transaction, service an account or as permitted by law.
Additionally, we may share information with outside companies that perform
administrative services for us. However, our contractual arrangements with these
service providers require them to treat your information as confidential.
In order to protect your personal information, we maintain physical, electronic
and procedural safeguards to protect your personal information. Our Privacy
Policy restricts the use of client information and requires that it be held in
strict confidence.
Client Notifications
We are required by law to annually provide a notice describing our privacy
policy. In addition, we will inform you promptly if there are changes to our
policy.
Please do not hesitate to contact us with questions about this notice.
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