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Your Privacy is Important to Us Those of us at The Forum Groups recognize the sensitive nature of your personal financial information. We want to protect your privacy at all times. We want you to understand the information we collect about you and how we use this information. We have prepared this document that explains our policy regarding client privacy. This policy applies to all consumers who are customers or former customers. Type of Information We Collect In serving your needs, it is important to have accurate information about you; therefore, when submitting documents for tax matters, or any other service, the information requested may include name, address, social security number, income, expenses, assets and employment history. We receive this information from you through the tax preparation process. If we need to know about your credit history, we receive that information from third parties such as credit reporting agencies. We collect and maintain information about your transactions with us and our affiliates. In this policy, we refer to this information as "private information." How the Information is Used We will not disclose your private information, as described above, to any organization, affiliated or non-affiliated, unless this disclosure:1. Is necessary to affect, administer, or enforce a transaction you have initiated; 2. Is necessary to perform marketing services on our behalf, so that we may better understand your financial needs and determine how we can help you meet those needs; 3. Is necessary to facilitate or consummate our business transactions with third parties; 4. Is required or permitted by law or regulation. In the limited cases where information is shared with other companies that perform services on our behalf or for joint marketing purposes, the information provided is limited to the information they need to perform their function. These companies are also required to maintain the security and confidentiality of the information provided and use it only to perform specified service on our behalf. It is our pledge to you, we do not share information with outside companies for the purpose of selling their products and services, unless it is at your request, since we do not share information with third parties, beyond what we have discussed above. Keeping Your Information Private We take steps to safeguard customer information. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your customer information against unauthorized access. We also take appropriate corrective action when needed to enforce employee compliance with our procedures with respect to the privacy of client information. We may also ask you for personal information in order to verify your identity when you request assistance from us. As previously mentioned, if we work with other companies who provide services on our behalf or in the case of jointly offered products, we will maintain contracts with our partners which will require them to comply with our Privacy Policy and to keep this information secure and confidential. Privacy Online Our system safeguards include the use of 128-bit Secure Sockets Layer (SSL) encryption to protect the confidentiality of the data sent to us over the internet. Questions? If you have any questions about this Privacy Policy Notice, please write to: John
Tedmon
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