PRIVACY NOTICE
Jacobs & Company collects non-public information about our clients from the following sources:
- Information we receive about you on applications or other forms;
- Information our clients give us orally; and
- Information about our clients transactions with us or that we direct for our clients.
We do not disclose any non-public personal or financial 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 the personal and account information of clients to those employees who need to know that information to provide the services for which our clients have engaged us. We also may disclose that information to unaffiliated third parties (such as to brokers or custodians) only as permitted by law and only as needed for us to provide agreed services to our cleints. We maintain physical, electronic and procedural safeguards to guard our clients non-public personal and financial information.
