- At the time of opening an account, CWR Private Client Group generally requires you to provide us with certain information such as name, address, social security number, tax status, account numbers, and account balances. This information is necessary for us to both open an account for you and to allow us to satisfy legal requirements such as applicable anti-money laundering reviews and know-your-customer requirements.
- On an ongoing basis, in the normal course of servicing your account, CWR Private Client Group may share your information with unaffiliated third parties that perform various services for CWR Private Client Group and/or your account. These third parties include transfer agents, custodians, broker/dealers and our professional advisers, including auditors, accountants, and legal counsel. CWR Private Client Group may additionally share your personal information with our affiliates.
- We believe our Privacy Program is reasonably designed to protect the confidentiality of your personal information and to prevent unauthorized access to that information.
- We reserve the right to change our Privacy Program at any time upon proper notification to you. You may want to review our Privacy Program periodically for changes by accessing the link on our homepage: www.cwrpcg.com
This Privacy Notice supersedes all previously issued privacy disclosures and is effective January 1, 2020.
For more information about our Privacy Program or about how your personal information may be used please send a message through our website.