RealSource Companies, Privacy Policy
Recently enacted federal legislation may require us to disclose to you our
policies regarding privacy of client information.We consider this an
opportunity to explain to you clearly and simply where we get information about
you, to whom we disclose information, and what we do to safeguard that
information.
First, we want to assure you that we have always regarded the confidentiality
of client information as a matter of the highest priority.Confidentiality is
fundamental to the broker-client and agency relationships, which in many
respects may be more restrictive than the privacy requirements in the new
federal legislation.The privilege is designed to encourage clients to disclose
any information (with minor exceptions) without fear of it being disclosed to
anyone else.This obligation requires that we not disclose any information about
you which you desire to keep confidential.
Typically, you provide most of the information we obtain about you.Other
information may be obtained from independent public and private entities with
your authorization or as your authorized representative.Information may be also
obtained from other parties to a transaction. If otherwise permitted by the
privilege, we will disclose personal nonpublic information about you to third
parties in the following circumstances:
** As part of or in connection with an application, report, notice, form,
contract, deed or other document filed or recorded with a governmental entity
or provided to another third party at your direction or with your consent.
** When required or if we believe it would be beneficial to you in dealing with
parties that have regulatory or other discretionary authority over you or your
family or interests.
** When discussing matters within the scope of our representation with other
parties that have a fiduciary or professional relationship with you involving
the same matters.
** When determining if a conflict of interest exists or would arise if we
accept your property.In this instance, we might disclose additional identifying
information if necessary to ensure that we have identified the correct parties.
** In other circumstances when in our judgment disclosure will be in your best
interest.
Please let us know about any concerns you may have about disclosures in any of
the foregoing circumstances so we can get a clear mutual understanding of what
disclosures will be made and what will not.Note, however, that circumstances
may arise where our representation of you cannot be kept completely
confidential.For example, if we decline to represent a party adverse to you
because we have a conflict of interest, it may be clear that we represent you
even if we do not specifically identify you as our client.
The requirements of the principal-agent privilege have always been your
assurance that information about you will be kept confidential.All of our staff
members are aware of the requirements of confidentiality.We also retain
qualified technicians to administer our computer and telephone systems and
ensure that they are secure and client information is protected from public
access.
Please don’t hesitate to discuss any questions or concerns you might have about
our privacy policy with a representative of this office. We consider this a
very important matter. Having the clearest possible understanding of your
wishes will enable us to better serve your needs and develop a relationship of
trust and confidence.