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Privacy at Heinz Bassey - Keeping Your Finances a Private Matter.
When it comes to your financial affairs, you expect a
relationship built on privacy and integrity. That’s why Heinz Bassey does not
sell client lists or any other client information to outside companies.
This notice outlines what we do to protect your
personal information and describes how you can limit the sharing of this
information. If you already have instructed us to limit our marketing use or to
not share your information, you do not need to do anything. We will continue to
honor your request.
Keeping Your Information Secure
To keep information confidential and appropriately
protected, we have policies that limit access to your personal information to
only those employees who need it to perform their jobs and provide services to
you. We also maintain physical, electronic and procedural safeguards that
comply with federal standards to guard your personal information.
Collecting Information
We collect information you provide us on applications,
forms, through our web sites, and in conversation; from third parties with your
permission; from your transactions with us, our affiliates and our joint
marketing partners; and from consumer reporting agencies.
Sharing Information
Only under certain circumstances, and only as permitted
by law, will we disclose any of this information about our clients and former
clients to unaffiliated third parties, such as companies that perform marketing
and other services for us.
Your Privacy Preferences
HeinzBassey respects your right to restrict the
information we disclose to our affiliates and joint marketing partners for
marketing purposes. This information includes account balances and account
history. You may limit our use or sharing of information about you for
marketing purposes by:
- Calling 1-646-326-2805, Monday through Friday, 9 a.m.
to 8:30 p.m. Eastern Time
- Writing to us at Heinz Bassey Advisors, P.O. Box 20601, New York,
NY 10009
- Or stopping into one of our offices
If you have a joint account or have a guarantor of your
account at Heinz Bassey, we will assume your request applies only to your
information, unless you tell us otherwise.
Keeping You Informed
This privacy notice applies to the Heinz Bassey family
of companies. If our information-sharing practices change, we will send you a
revised notice. You also can return to this page on our web site, to view the
most current privacy notice.
This privacy notice applies to all the Heinz Bassey
affiliates and funds listed below.
Effective January 2010.
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