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Privacy Policy At The Enrichment Group and Kathleen Day & Associates (KDA), we share your concerns about privacy. We understand that you want to know how we treat the personal information that we obtain from you in the course of providing you with our products and services. We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law.
What kind of information do we collect and where do we get it? Most of the personal information we compile comes from the data organizer that you fill out when you establish a relationship with us. We also collect information on your account application(s) or other forms that you fill out, by telephone or in a personal meeting. We also receive transaction information on the accounts that we manage for you. We limit access to this information to those permitted by law, such as:
With your permission, we may also provide such information to professionals such as your accountant or attorney. Other information we may collect from you indirectly includes your internet provider’s address, browser type, and operating system used when you access our Web site. We may do this through the use of cookies, which are small text files sent from the Web server to your computer. Cookies help us to know you better by providing operational data we can use to aid your interaction with our Web site and improve its navigation and usability. Standing alone, cookies, graphic interchange formats (GIFs) and other Web tools, as well as data derived from them, do not identify you personally – they merely recognize your browser. Unless you choose to identify yourself by requesting additional information through our Web site about our service, you will remain anonymous.
How do we protect your personal information? We restrict access to nonpublic, personal information about you to only those employees and agents who need to know that information to provide products or services to you. In addition, we safeguard your privacy with our correspondents. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your nonpublic, personal information. At The Enrichment Group and KDA, we work hard to establish and maintain your trust. If you have any questions or concerns regarding the privacy of your nonpublic, personal information, please call your planner at 305-274-1600 or e-mail us at info@theenrichmentgroup.com . |
