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 Non-Public Information Policy

 

Ethos Advisory Services does not disclose nor does it reserve the right to disclose Non-Public Information concerning its "customers" to any third party, including affiliates and non-affiliates. Ethos Advisory Services will make disclosure to non-affiliated parties only as permitted by law.

Service providers or "custodians" used by Ethos Advisory Services for "customer" or client benefit routinely collect Non-Public Information when an application is submitted. Although Ethos Advisory Services maintains a record of this information, Ethos Advisory Services does not make this information available to any third party. Non-public Information known by service providers or custodians is made available with your approval only. Please refer to service provider or custodian "Privacy Policy" for further information.

Ethos Advisory Services does not utilize the services of joint marketing firms.

Categories of Non-Public Information which Ethos Advisory Services maintains include but may not be limited to such categories as Social Security Number, date of birth, account numbers, account balances and other ancillary information provided when you became a "customer" of Ethos Advisory Services.

We safegaurd this information with password protected access of Ethos Advisory Services files and databases. All paper archives are kept in a secure area.

A copy of the Ethos Advisory Services Abbreviated Privacy Statement is provided to all new "customers" or clients and is updated and submitted to all "customers" or clients annually during the month of July.

If you would like an additional copy of this statement, please print this page located at http://www.ethosadvisory.com/contact/privacy.php or make a request by mail to:

Ethos Advisory Services,
Privacy Statement Request,
28 County Road, Suite One,
Essex, MA 01929-1127

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