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Privacy Policy Disclosure

Copyright © 2009 Barrett Capital Advisors. All rights reserved.

 
Privacy Disclosure Policy

Barrett Capital Advisors (“Barrett”) considers it a great privilege to serve your financing and consulting needs, and we value the trust you have placed in us.  We respect your privacy and are committed to safeguarding your customer information.  This Privacy Notice is to inform you of our information collection practices and how this information may be shared.

Barrett’s privacy pledge to you:

1. Your privacy is a top priority.
2. The accounts and services you use are provided in a secure environment.
3. We collect information in order to service and administer your customer relationship.
4. Your customer information is shared only in limited ways and is carefully controlled.
5. We will work together with you to protect the security of your customer information, and to keep your information accurate and current.

We restrict access to nonpublic personal information about you to those associates, representatives, and employees who need to know this information to provide you with products and services offered by Barrett.  Barrett Capital Advisors is a division of Barrett Capital Corporation.

Information we collect and sources of information.

• We collect nonpublic personal information about you from the following sources:
• Information we receive from you on applications and other forms whether received orally, in writing, or through our web site such as your name, address, social security number, assets and income;
• Information you provide by telephone or in person to our sales associates and other representatives;
• Information about your transactions and experiences with us, our affiliates, or others such as account balances, payment history, parties to transactions, and credit card usage; and
• Information we receive from consumer-reporting agencies (e.g., credit bureaus) regarding your creditworthiness, such as your credit history and credit score.

Your customer information is shared only in limited ways and is carefully controlled.

• We may disclose nonpublic personal information about you to the following types of parties:
• Financial service providers, as well as our lenders, or prospective lenders, and
• Non-financial companies, such as service providers, joint marketers and our auditors.

Important additional note.
Nonpublic personal information about you will not be disclosed to affiliated or nonaffiliated third parties other than for credit granting purposes, or to allow for the proper transaction of our business.  We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law or disclosures required by law or legal process.

Security and confidentiality of your information.
We restrict access to nonpublic personal information about you to those employees and agents who need to know that information to provide products or services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.