Information We Collect
RF&L collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information RF&L collects may include:
- Information RF&L receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide RF&L directly about your personal finances or personal circumstances or which RF&L may receive from brokerage statements or other information you authorize RF&L to receive.
Information Disclosed In Administering Products and Services
RF&L will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. RF&L does not sell any personal information about you to any third party. RF&L 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
RF&L 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, RF&L maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.