Information We Collect
The Buckingham Family collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information The Buckingham Family collects may include:
- Information The Buckingham Family receives from you on forms (such as name, address, Social Security number, assets and income);
- Information you provide The Buckingham Family directly about your personal finances or personal circumstances or which The Buckingham Family may receive from brokerage statements or other information you authorize The Buckingham Family to receive.
Information Disclosed In Administering Products and Services
The Buckingham Family will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. The Buckingham Family does not sell any personal information about you to any third party. The Buckingham Family will not disclose personal information without your authorization, except as required or permitted by law, even to affiliated third parties.
Procedures to Protect Confidentiality and Security of Your Personal Information
The Buckingham Family 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. The Buckingham Family educates our employees on the importance of protecting the privacy and security of confidential personal information.