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Our privacy policy and practices
Information about you that we collect
We collect non-public personal information about you from the following sources: information we receive from you on applications or other forms; information about your transactions with our affiliates, others or us.
Our use of information about you
We may share information about you with other affiliates, such as Raymond James Financial Services and other financial firms with which you will be doing business. Otherwise, we do not disclose any non-public personal information about you to anyone except as permitted by law. We follow the same policy with respect to non-public information received from all clients and former clients.
How we protect your confidential information
We restrict access to non-public personal information about you to those employees who have need for that information to provide investment services to you, or to employees who assist those who provide those services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.
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