Disclosure
Kashrus Consulting believes in maintaining the privacy of the nonpublic personal information you provide and that we collect in connection with our products and services.
We limit the use, collection, and retention of such information to what is necessary for conducting our business and providing quality products and services. This information may include your name, address, telephone number, tax identification number, date of birth, employment status, annual income, and net worth.
We gather this information from the following sources:
- Information we receive from you on applications or other forms (e.g., investment/insurance applications, new account forms, and other agreements).
- Information about your transactions with us or others (e.g., broker/dealers, clearing firms, or other chosen investment sponsors).
- Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other materials we may use to put forth appropriate recommendations or fulfill service requests.
Access to your nonpublic personal information is restricted to those associated with Kashrus Consulting who need it to serve you. We employ physical, electronic, and procedural safeguards that comply with federal standards to protect your data.
The creator of the web presentation assumes no responsibility for the unauthorized publication of protected signs and texts. <br> The creator of the web presentation is not responsible for the legal consequences of putting the web presentation online and bears no responsibility for the further use and fate of the said web presentation.
We may share information with third-party service providers essential to our advisory services, as well as in compliance with legal requirements.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices outlined in this notice.
Kashrus Consulting reserves the right to change these Privacy Principles, along with any policies or procedures described, at any time without prior notice. However, you will receive a current copy of our privacy notice upon material changes or upon request. As an active customer, you will receive an updated privacy notice at least annually.
These Privacy Principles serve as general guidance, do not constitute a contract or create legal rights, and do not modify or amend any agreements we have with you.
If you have questions about this policy, please contact us at info@kashrus-consulting.com.