Protecting your privacy is important to Kenneth Jerome & Co., Inc. and all of our associates. We want you to understand what information we collect and how we use it. The following policy serves as a standard for all Kenneth Jerome & Co., Inc. personnel for the collection, use, retention and security of nonpublic personal information.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, subscriptions or agreements, and
- Information about your transactions with us, our affiliates or others.
“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial product or service to you.
We may share your name and address among affiliates for purposes of sending you information about products of ours that we believe may be of interest to you and inform you about upcoming changes and reorganizations concerning your investments.
We do not disclose any nonpublic personal information about our customers to anyone, except as permitted by law. Examples of permitted disclosures under the law include sharing with companies that work for us to provide you service, such as a custodian bank or other broker dealers, most specifically our clearing agent.
We restrict access to nonpublic information about you to those individuals who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.