Scott Community Building and Development Ltd. (referred to as "SCBD") maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients' nonpublic personal information ("information"). Through this policy and its underlying procedures, SCBD attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
It is the policy of SCBD to restrict access to all current and former clients' information to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. SCBD may disclose the client's information if SCBD is: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with SCBD, including, but not limited to the client's other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by SCBD in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider, including information contained in any document completed and/or executed by the client for SCBD (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.