Burge Company likes to hear from our valued clients and prospective
clients, and we collect email addresses of users who communicate
with us via email or request information via our website. The
Burge Company collects email addresses and other data collected
online from current and prospective clients so that we can provide
them with the information they have requested, You can
be assured that personal information submitted to us will be held
confidential and will not be shared with third parties except as
needed to provide a response to a request as discussed below.
General Privacy Notice for
The Burge Company Clients
Information that We Collect.
connection with providing investment products, financial advice, or
other services, we obtain nonpublic personal information about you,
Information we receive from you
on account applications
Information about your
transactions with us or others, including your financial
Information received from credit
or service bureaus or other third parties.
Information We Disclose.
We will not disclose information
regarding clients or their accounts with The Burge Company except
under the following circumstances:
To your authorized
To establish or maintain an
account with an unaffiliated third party, such as a
clearing firm providing services to the
To governmental entities or third
parties in response to subpoenas or other legal process as
required by law;
Security Policy. Only those individuals who
need it to perform their jobs are authorized to have access to
confidential client information. The Burge Company maintains
physical security measures that comply with applicable
state and federal regulations to safeguard confidential client
Closed or Inactive Accounts.
If a client decides to close his/her account or to
become an inactive customer, The Burge Company will adhere to the
privacy policies and practices as described in this notice.
Changes to this Policy.
If we make substantial changes in the way we use or disseminate
confidential information, we will notify all affected parties.