Machinists Retirement and Savings Plan
Privacy Policy
We are responsible for protecting your privacy and personal information. This is a top priority for our firm and all our employees. We are committed to ensuring your privacy and will only disclose your information when legally mandated, at your request, or when essential to deliver our services. Rest assured, we have never sold nor do we sell your personal information to third parties. Your confidentiality is paramount to us.
Information we collect about you:
In our regular operations, we collect personal details. This includes your information when filling out an account application, providing information to guide the right investment strategy, and making transactions. The information may consist of:
- Name, address, and phone numbers
- Social Security or other tax ID numbers
- Date of birth
- Income, assets, and liabilities
- Employment details such as employer and occupation
- Details of other investment accounts, including account numbers and balances
- Tax returns and other tax-related information
Sharing information
As mentioned, we protect the privacy of our current and former clients by not sharing their non-public personal information with outside parties, except when required by law, to enforce our policies, prevent fraud or misuse of services, or safeguard against imminent harm to the Machinists Union members.
When we do provide information to third parties it’s to assist in completing transactions that you have authorized for your account. We may share personal information to establish brokerage accounts on your behalf. These firms uphold strict Privacy Policies and maintain the utmost confidentiality regarding your personal information.
Online privacy
We extend this privacy policy to our website. Our website may include links to third-party websites and services. These links are provided for your convenience and information. Please be aware that these websites and services operate independently from us and have their own privacy policies or notices. We recommend reviewing these policies carefully. Our privacy policy applies exclusively to our website, and we cannot accept responsibility or liability for the policies or practices of third parties.
How we protect your information
We limit access to your information to employees who require it to deliver services to you. Your records are securely stored in a protected computerized database, accessible only to authorized personnel. We uphold stringent physical, electronic, and procedural safeguards to ensure the security of your personal information.
Keeping you informed
We may change this policy from time to time. As required by law, we will notify you annually of our privacy policy.