Privacy

We have posted this privacy policy to notify you of the current privacy practices of e-centricity, LLP (e-centricity). We recognize and take seriously our professional obligation to keep information about current and former clients (referred to in this document as a�?youa�?) confidential and secure.

Information We Collect

In the course of providing advisory and related services to you, e-centricity may collect various types of personal information directly from you and, with your authorization, from third parties such as accountants, financial advisors, insurance agents, banking institutions, and other advisors. We also may collect personal information of companies and individuals who are former clients, or who have not been our clients.

Examples of personal information are name, physical and e-mail address, account balance information, balance sheet and income information, and other nonpublic information that you provide to us in order to obtain service from us. Nonpublic information may include the fact that an individual is or has been a client.

We Do Not Share Information

E-centricity does not sell or otherwise share personal information with marketers offering their products and services. Accordingly, you do not need to take any action to prevent disclosure.

We do not disclose any nonpublic personal information about clients, prospective clients, or former clients except as required or permitted by law. Under US federal law, we are permitted to disclose nonpublic personal information under certain circumstances such as: (a) when you consent; (b) when disclosure is necessary to carry out a transaction that you have requested; (c) in connection with a fraud investigation; or (d) to comply with a properly authorized subpoena or similar legal process.

Protecting the Confidentiality of Nonpublic Personal Information

We value your trust and handle information about you with care. It is our policy to restrict access to personal information about you. To protect your personal information, e-centricity maintains procedural safeguards to avoid unauthorized disclosure and does not share the information with third parties without your consent.

Informational and Marketing Activities

With your consent, we may also use your personal information to provide you information about industry developments of potential interest to you and to conduct other marketing activities. These activities may involve e-mails, other online content, and physical meetings.

Contacting Us

If you have any questions about our privacy practices or if you feel that we have not handled information about you properly, please contact us at information@e-centricity.com so that we may address your inquiry or issue.

 

Updates

Our privacy policy may change occasionally, however you may always review our current policy on our website at www.e-centricity.com or contact us at information@e-centricity.com.

 

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