PRIVACY POLICY

Tracy-Driscoll Co., Inc.’s primary client goal is to protect your privacy.

To conduct regular business, we may collect nonpublic personal information from sources such as:

• Information reported by you on applications or other forms you provide to us;
• Information about your transactions with us, our affiliates or others.

As Tracy-Driscoll Co., Inc. shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

Information Safeguarding

Tracy-Driscoll Co., Inc. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.