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What procedures does the firm have in place to insure confidentiality of information?

April 26, 2017confidentiality firm insure procedures

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What procedures does the firm have in place to insure confidentiality of information?

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Formal Privacy Procedures are in place to protect the confidentiality of all client information. Information reports are scanned to ensure adequate back up, and all client information is kept in a secure locked area. Our computer systems are backed up on a daily basis. Client information is only released upon written permission from the client.