Information We Collect About You
We collect non-public personal information about you from the following sources:
• Information we receive from you your enrolment applications and other forms
• Information about your transactions with us.
• Information obtained when verifying the information you provide on your application or other forms.
We may disclose all of the information we collect, as described above, as permitted by law.
Disclosure of Information to Parties That Provide Services to Us
We may disclose non-public personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, conduct the operations of our administrator, and follow your instructions as you authorize, or protect the security of our records.
To protect our clients' privacy, we only work with companies that agree to maintain strong confidentiality protections and limit the use of information we provide. We do not permit these companies to sell the information we provide to other third parties.
Disclosure of Information about Former Clients
If you terminate your account with us, we will not share information we have collected about you, except as may be permitted or required by law.
How We Protect Your Information
We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, or procedural safeguards that comply with regulations to guard your non-public personal information.