Information We Collect
Affinity collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Affinity collects may include:
- Information Affinity receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide Affinity directly about your personal finances or personal circumstances or which Affinity may receive from brokerage statements or other information you authorize Affinity to receive.
Information Disclosed In Administering Products and Services
Affinity will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Affinity does not sell any personal information about you to any third party. Affinity will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Affinity has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Affinity maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
If you have questions, please contact us (518) 459-6700.