Honu has always been committed to maintaining the confidentiality, integrity and
security of personal information about our current and prospective clients. We
consider customer privacy to be fundamental to our relationship with clients. It is
therefore our policy to respect the privacy of current and former clients and to
protect personal information entrusted to us. This policy describes the steps we
have taken to safeguard your information and what client information we may share
with others. We are proud of our privacy practices and want you to know how we
protect information used to provide you with service.
You do not have to contact us to benefit from our privacy protections; they apply
automatically to all of our clients.
Information We Collect and Maintain
We collect the following types of personal information about you:
Information we receive from you to open an account or provide investment advice
to you (such as your home address, telephone number, Social Security or taxpayer
identification number, e-mail address, age, Social Security Number, marital status,
assets, and income and financial information);
Information that we generate to service your account (such as trade tickets and
account statements); or
Information that we may receive from third parties with respect to your account
(such as trade confirmations).
Information We Disclose
We will not disclose any Non-public Personal Information about you or your
account(s) to anyone unless one of the following conditions is met:
Firm receives your prior written consent;
Firm believes the recipient is your authorized representative;
Firm discloses your Non-public Personal Information as necessary to effect or
process a transaction in any account, or to maintain or service your account(s);
Firm is required by law to disclose information to the recipient.
In all such situations, we stress the confidential nature of information being shared.
We may share your personal information with:
Non-affiliated companies that provide processing, account maintenance and related
services in connection with your investments and other transactions handled by us;
and
Non-affiliated companies and government agencies only to the extent permitted or
required by law, for legal, regulatory or other purposes (for example, for tax
purposes or for reporting suspicious transactions).
How We Protect Personal Information
We maintain the confidentiality, security and integrity of your non-public personal
information by:
Restricting access to your Non-public Personal Information to those employees
with a legitimate need for the information; and
Maintaining physical, electronic and procedural safeguards that meet or exceed
federal and industry standards governing how Non-public Personal Information
should be stored.
We have not and will not sell your personal information to anyone, even if our
formal client relationship ends.
Online Privacy
Privacy, security and service in our online operations are just as critical as in the
rest of our business. We therefore employ all of the safeguards described above,
along with the following Internet-specific practices.
Honu uses a variety of proven protections to maintain the security of your online
session. For example, we make extensive use of firewall barriers, encryption
techniques and authentication procedures. We may also place cookies and similar
files on your hard drive for security purposes, to facilitate site navigation, and to
personalize your experience on our site.
When you visit our internet site, we may also collect technical and navigational
information, such as computer browser type, Internet protocol address, pages
visited, and average time spent on our web site. This information may be used, for
example, to alert you to software compatibility issues, or it may be analyzed to
improve our Web design and functionality.
Privacy Policy Update
From time to time, we may amend our privacy policy. You will receive appropriate
notice when our privacy policy changes.
How to Contact us with Privacy Questions
Our relationship with you is one of our most vital assets. We recognize that you
have entrusted us with your private financial information, and we will do our
utmost to maintain this trust. For additional questions concerning our privacy
policy, please contact us by:
Phone at 650.917.3400; or
E-Mail at Info@HonuWealth.com
The policies and practices listed above apply to both current and former clients.
If you would like a copy of our disclosure brochure, ADV part 2, please contact us.
security of personal information about our current and prospective clients. We
consider customer privacy to be fundamental to our relationship with clients. It is
therefore our policy to respect the privacy of current and former clients and to
protect personal information entrusted to us. This policy describes the steps we
have taken to safeguard your information and what client information we may share
with others. We are proud of our privacy practices and want you to know how we
protect information used to provide you with service.
You do not have to contact us to benefit from our privacy protections; they apply
automatically to all of our clients.
Information We Collect and Maintain
We collect the following types of personal information about you:
Information we receive from you to open an account or provide investment advice
to you (such as your home address, telephone number, Social Security or taxpayer
identification number, e-mail address, age, Social Security Number, marital status,
assets, and income and financial information);
Information that we generate to service your account (such as trade tickets and
account statements); or
Information that we may receive from third parties with respect to your account
(such as trade confirmations).
Information We Disclose
We will not disclose any Non-public Personal Information about you or your
account(s) to anyone unless one of the following conditions is met:
Firm receives your prior written consent;
Firm believes the recipient is your authorized representative;
Firm discloses your Non-public Personal Information as necessary to effect or
process a transaction in any account, or to maintain or service your account(s);
Firm is required by law to disclose information to the recipient.
In all such situations, we stress the confidential nature of information being shared.
We may share your personal information with:
Non-affiliated companies that provide processing, account maintenance and related
services in connection with your investments and other transactions handled by us;
and
Non-affiliated companies and government agencies only to the extent permitted or
required by law, for legal, regulatory or other purposes (for example, for tax
purposes or for reporting suspicious transactions).
How We Protect Personal Information
We maintain the confidentiality, security and integrity of your non-public personal
information by:
Restricting access to your Non-public Personal Information to those employees
with a legitimate need for the information; and
Maintaining physical, electronic and procedural safeguards that meet or exceed
federal and industry standards governing how Non-public Personal Information
should be stored.
We have not and will not sell your personal information to anyone, even if our
formal client relationship ends.
Online Privacy
Privacy, security and service in our online operations are just as critical as in the
rest of our business. We therefore employ all of the safeguards described above,
along with the following Internet-specific practices.
Honu uses a variety of proven protections to maintain the security of your online
session. For example, we make extensive use of firewall barriers, encryption
techniques and authentication procedures. We may also place cookies and similar
files on your hard drive for security purposes, to facilitate site navigation, and to
personalize your experience on our site.
When you visit our internet site, we may also collect technical and navigational
information, such as computer browser type, Internet protocol address, pages
visited, and average time spent on our web site. This information may be used, for
example, to alert you to software compatibility issues, or it may be analyzed to
improve our Web design and functionality.
Privacy Policy Update
From time to time, we may amend our privacy policy. You will receive appropriate
notice when our privacy policy changes.
How to Contact us with Privacy Questions
Our relationship with you is one of our most vital assets. We recognize that you
have entrusted us with your private financial information, and we will do our
utmost to maintain this trust. For additional questions concerning our privacy
policy, please contact us by:
Phone at 650.917.3400; or
E-Mail at Info@HonuWealth.com
The policies and practices listed above apply to both current and former clients.
If you would like a copy of our disclosure brochure, ADV part 2, please contact us.
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| Copyright © 2009 Honu Wealth Management |