RICHARDS, MERRILL & PETERSON, INC.
NON-PUBLIC INFORMATION THAT WE COLLECT
As you know, when you open an account with us, you complete an account application form that provides us with information about your financial condition and needs and investment experience so that we may help identify your financial goals and objectives. Generally, this information includes details about you that are considered to be confidential in nature, such as your:
· Name and address
· Financial Condition
· Social Security Number
· Investment Experience
· Date of Birth
· Relationships with other Financial Institutions
NON PUBLIC INFORMATION THAT MAY BE DISCLOSED
And, of course, we will release any information when required to do so by law (such as upon receipt of a court order or subpoena) and when you have instructed us to do so (such as when you ask us to send a copy of your statement to your attorney or accountant).
It is the policy of our firm not to sell information about our current or past clients to anyone. Nor do we share information except as necessary to process transactions or service your account, as described above.
HOW WE PROTECT YOUR NONPUBLIC INFORMATION
Access to your personal information is restricted to Richards, Merrill & Peterson personnel and our service providers who need to know that information in order to provide products and services to you. We maintain strict physical, electronic and procedural safeguards to keep your information protected at all times. We appreciate your business and the opportunity to continue to be of service to you.