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Berkshire Money Management, Inc.
Privacy Notice to Our Clients
May/2008

Protecting the Confidentiality and Security of Your Nonpublic Personal Information

Berkshire Money Management, Inc.’s primary client goal is to protect your privacy.

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you or to those who need access to your information to service your account.  We maintain physical, electronic, and procedural safeguards that comply with federal and/or state standards to guard your nonpublic personal information.

Information We Collect

To conduct regular business, we collect nonpublic personal information about you from the following sources:

  • Information we receive from you on Investor Profile Questionnaires and other forms
  • Information about your transactions with us, our affiliates, or others

Information We Disclose

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law. 

 

 

 

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