Privacy & Practices

Policy

Protecting your privacy is very important to us. All non-public personal information, including non-public information relating to former or inactive clients, shall be kept confidential. ZWJ will restrict access to your personal and account information only to employees and non-affiliated outside parties as needed to provide the services you have requested, or as required by law.

Non-public Personal Information

Non-public personal information is nonpublic information about you that we obtain in connection with providing a financial service to you. In order to provide you with the services you have requested, we may collect non-public personal information about you from sources such as: information we receive from you on applications or other forms; information about your transactions with us, or others, such as the custodian of your account.

Information Safeguarding

ZWJ will internally safeguard your non-public personal information by restricted access to those who need to know that information to provide products or services to you. In addition, we maintain physical, electronic and procedural safeguards to protect your non-public personal information.