At Netting & Pace, CPAs respecting the privacy and security of your personal information is of highest importance to us. Please read this Privacy Policy carefully. It is designed to inform you of the types of information we collect, how we use that information, and the circumstances under which we will share it with non-affiliated third parties.
We internally safeguard your nonpublic personal information by restricting access to only those employees who provide services to you or to conduct our firm business. Our Code of Conduct requires that your information remain confidential. Even if someday you are no longer our client we will continue to treat your nonpublic personal information in the same way. Further, we maintain physical, electronic and procedural safeguards that comply with federal standards to guard this personal information and we ensure that our non-affiliated third party service providers maintain the same standards of confidentiality.
We collect nonpublic personal information about you to help us serve your financial needs and to fulfill legal and regulatory requirements. Netting & Pace will not share your nonpublic information with non-affiliated third parties except as permitted by law. We are permitted by law to provide information to industry regulators, to law enforcement agencies, and to third party service providers that help us with the custody of your assets.
The type of information we collect varies according to the services you request, and may include:
We value your business and we are committed to protecting your privacy.