We recognize that our relationship with current and prospective clients is based on integrity and trust. Respect for our clients’ privacy is highly valued at Key Investment Team, and your privacy is important to us. We work hard to maintain your privacy and we are very careful to preserve the private nature of our relationship with you, and we understand that the trust you have placed in us is conditional upon our proper and secure handling of your personal information.
Information Key Investment Team Receives
Key Investment Team may collect non-public personal information about you from the following sources:
- Information we receive from you or your authorized representative on applications and other forms, in interviews, or by other means; and
- Information about your transactions with us, our affiliates, or others.
Information Key Investment Team Shares
We do not rent, sell, trade or otherwise release or disclose any personal or financial information about you. We do not provide client information to persons or organizations outside of Key Investment Team who are doing business on their own behalf, for marketing purposes or otherwise.
We may disclose all of the information we collect, as described above, to agents, brokers and representatives who service you, and to companies as necessary to effect, administer, or process a transaction, or for maintaining or servicing your account, and as otherwise permitted by law.
Otherwise, we do not disclose any non-public personal information about our clients or former clients to anyone, unless authorized by the client or as required by federal or state law.
Information Access and Security
We restrict access to non-public personal information about you to those employees at Key Investment Team who need to know that information to provide the products or services to you. We maintain physical, administrative and technical procedural safeguards that comply with federal standards to guard your non-public personal information.
We require anyone to whom we disclose your personal information to protect its confidentiality and to use it solely for the purpose for which it is disclosed. We enter into contractual agreements with non-affiliated third parties that prohibit the third parties from disclosing or using your non-public information other than to carry out the purposes for which we disclosed the information.
Key Investment Team reserves the right to modify or remove parts of this privacy statement at any time. We will notify you in advance of any changes that may affect your rights under this policy statement. Should you have any questions regarding our privacy procedures, please feel free to contact Cay Boychenko at (818) 205-1013.