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USI Kibble & Prentice Privacy Notice

For more than 35 years, USI Kibble & Prentice has provided financial products and services to organizations and individuals. We recognize and respect our clients’ expectations of privacy – it is the very foundation of our relationship. Therefore, we have not and will not violate that trust by selling client information for solicitation or any other purposes. Furthermore, we will continue to review our policies and practices aimed at maintaining the security and confidentiality of our clients’ non-public personal information.

PERSONAL INFORMATION WE MAY COLLECT

PROTECTION AND SECURITY OF YOUR PERSONAL INFORMATION
Access to personal information is strictly limited to employees, other persons hired by us, or consultants who need to know the information to provide products and services to you and to otherwise service your account(s) with us. They are required to respect the confidentiality of all client information. We maintain physical, electronic and procedural safeguards that comply with applicable federal regulations to guard your nonpublic personal information.


HOW WE USE YOUR PERSONAL INFORMATION
Our privacy promise derives from basic principles of trust, ethics and integrity. We use this information to provide you with superior service and value. We do not sell personal information about our clients, former clients, or their accounts for any purpose. We may disclose information we collect, as described above, to other service providers such as insurance carriers, investment service providers or other vendors in order to service or process your transactions with us or to assist us in delivering services on your behalf. In addition, the information as described above may be shared with third parties as permitted or required by law in order, for example, to protect against fraud, to protect the confidentiality or security of our business records, or to comply with applicable legal requirements. We will not disclose personally identifiable medical information for purposes other than performing insurance functions, administration of a policy, claim or account, or as requested by you or required or permitted by law.

ACCURACY OF YOUR INFORMATION
If for any reason you feel our records contain inaccurate personal information, please notify us at 206-441-6300 or compliance@kpcom.com. We will promptly update or correct our records.

THANK YOU FOR YOUR TRUST
We value our relationship with our clients and appreciate the opportunity to serve your financial needs. We are committed to protecting your personal information.


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