Information We Collect: We collect certain nonpublic information about you (“Customer Information”). The essential purpose for collecting Customer Information is to allow us to provide advisory services to you. Customer Information we collect may include:
- Informationthatyouprovideonapplicationsorotherforms.ThisCustomerInformationmay include personal and household information such as income, spending habits, investment
objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns.
other chosen investment sponsors).
other various materials we may use to provide an appropriate recommendation or to fill a service request.
Security of Your Information: We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Information We Disclose: We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the authorized services (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose.
Former Clients: If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.
1 ©2012 National Compliance Services 800-800-3204
Questions: If you have questions about this privacy notice or about the privacy of your customer information call our main number 208-720-4320 and ask to speak to the Chief Compliance Officer.
2 ©2012 National Compliance Services 800-800-3204
All documents and information on Accord Capital Management website is protected by copyright. Except as specifically permitted herein, no portion of the documents or information on this website may be reproduced in any form or by any means without the express written consent of Accord Capital Management .
Content and liability disclaimer
Accord Capital Management shall not be responsible for any errors or omissions contained on Accord Capital Management’s website, and reserves the right to make changes anytime without notice. Mention of non-Accord Capital Management services is provided for informational purposes only and constitutes neither an endorsement nor a recommendation by Accord Capital Management. All Accord Capital Management and third-party information provided on Accord Capital Management website is provided on an “as is” basis.
This website is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action.