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PRIVACY STATEMENT
We Value Your Privacy
Nielson & Sherry, PSC is providing
you with this Privacy Policy as required by federal law. These laws require
us to protect the confidentiality of personal information that we collect
in the course of tax preparation, tax and financial planning, personal and
succession planning, tax compliance, and real estate engagements for our
clients. We are also required to protect the confidentiality of personal
information that we collect about consumers (such as buyers and sellers) in
our role as a title agent providing loan settlement, real estate closing,
title abstract, and title insurance services on behalf of our lender
clients even if the consumer is not our client.
We observe and comply with
all professional responsibility rules that govern our legal practice and
scrupulously observe our ethical obligation to protect the confidentiality
of all client information. We will protect your personal information and
use it appropriately.
This Privacy Policy
summarizes the information we collect about you, the limited times we may
share it with others, and how we protect your privacy as a client or
consumer.
Personal Information
We Collect
We collect non-public
personal information about you, your finance, your property, and your
transaction. The information may be collected from the following sources:
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Information
that we receive from you when we meet us in person or over the phone;
when you send us information by mail, fax, or email; through our website;
and on other documents or forms that we use in preparing tax returns,
closing statements, or in providing other services to you. Such
information includes, for instance, your name, address, social security
number, income, investment and other assets, and other tax and financial
attributes about you and your property.
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Information
about you provided to us by real estate agents and brokers, lenders,
attorneys, credit reporting agencies, appraisers, surveyors, financial
planners or consultants, other service providers and professionals on
your behalf, and information obtained from public records.
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Information
about your transactions with our affiliates, others, or us.
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Information
we receive when your browser interacts with us on a visit to our website.
Such information includes information transmitted on an Internet
“cookie”, such as any passwords you use to access one of our
Internet or extranet sites, your preferences on such sites, and your
Internet Service Provider’s address.
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Information
we receive from a consumer-reporting agency, such as your credit history
and outstanding loan balances, information we receive from creditors,
such as your mortgage and credit account balances, loan payoffs, or other
lien balances.
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Sharing Of Personal
Information
We do not disclose any
non-public personal information about our clients or former clients to
anyone other than our affiliates, without your express written consent, except
as permitted by law. The privacy laws permit some sharing without your
approval. We may share internally and with non-affiliated third parties on
order to affect, administer, and enforce your transaction; to prevent
actual fraud, unauthorized transactions, claims, or other liability; for
institutional risk control; to resolve claims, customer disputes, and
inquiries; and as required by courts and other government agencies.
We may disclose your personal
information to affiliates to our firm (but only if such disclosure does not
violate any rule of professional ethics). Our affiliates are certain
companies, which provide consulting, advisory or professional services for
real estate transactions, operate title agencies, and the like.
Protecting Your Personal
Information
Keeping your information
confidential and secure is of the utmost importance to us. We follow
standard industry practices to actively protect the confidentiality,
security, and integrity of your personal information. We also maintain
physical, electronic, and procedural safeguards to guard your personal
information. In so doing, we restrict access to non-public personal
information about you to those employees who need to know that information
in order to provide products or services to you and to the other entities
mentioned above. In turn, those companies are legally and contractually
bound to maintain the privacy of any personal information shared with them.
We reinforce this privacy statement with our employees.
Should you become an inactive
client, or should our relationship end, we will continue to protect the
confidentiality and security of your personal information in accordance
with this privacy policy.
If you have any questions,
please feel free to email us at info@nsattorneys.com.
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