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Clark, Keniston & Associates, LLC
Certified Public Accountants since 1965
Denver, Colorado
POLICY ON DISCLOSURE OF YOUR PERSONAL INFORMATION
This document contains important information on our concern for protecting your rights under Federal Privacy Laws.
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We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us. In addition, we may from time to time receive information about you from a consumer-reporting agency. |
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Personal information is information that we collect from you that is
not otherwise available from public sources. The categories of personal
information we collect include the following: |
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- Information we receive from you on applications or other forms,
such as your name, address, social security number, names of family
members, assets, and income.
- Information about your transactions with us or others, such as
your account balances, investments, current and prior tax information,
and credit card usage.
- Information we may receive from a consumer reporting agency
pertaining to your creditworthiness and credit history, including loan
or mortgage payments made.
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Generally speaking, we will not disclose any personal information
about our clients or former clients to anyone, consistent with our
professional confidentiality obligations. However, upon your written
request we will disclose information about you, and we may be required
by law to disclose personal information about you, as, for example, in
response to a subpoena or other court order. |
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Within our firm, we provide access to your personal information only
to those employees who need to know the information to provide you with
our services. We maintain physical, electronic, and procedural
safeguards to guard your personal information. |
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We do not share your personal information with companies that
perform marketing services unless directed to do so by you. |
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If you prefer that we not disclose personal information about you to
nonaffiliated third parties, such as list you or your organization as a
reference when a prospective client requests such, you may opt out of
these disclosures, that is, you may direct us not to make those
disclosures (other than disclosures required or permitted by law). We
will reserve our right to disclose this information to nonaffiliated
third parties unless you opt out by notifying our office of your
decision. We will annotate your information with us of this request. |
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