At Regional Center Fund of America we value you and recognize that our relationship is based on mutual trust and respect. We want to assure you that we make every effort to protect any personal information that we collect.
We may collect non-pubic information about you from the following sources:
♦ Information we receive about you on applications or other forms;
♦ Information you give us orally; and,
♦ Information about your transactions with us or others.
We do not disclose any non-public personal information about our clients or former clients without the client’s authorization, except as required by law or in response to inquiries from governmental authorities.
We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you. We also may disclose that information to unaffiliated third parties (such as licensed attorneys) only as permitted by law and only as needed for us to provide agreed upon services to you. We maintain physical, electronic and procedural safeguards to maintain the confidentiality of your non-public personal information.