Information We Collect About Our Clients
Windham may collect personal information such as name, address, social security number, net worth, income, investment experience, and other nonpublic personal information that it deems necessary in order to provide financial products or services. This information may come from applications, service contracts, subscription agreements, questionnaires, or electronically through email or our website.
Windham may also collect non-personal data. This type of information includes the internet browser you are using, domain names of referring sites, the geographical location from which you are browsing our site, and your Internet protocol address. This information is used to enhance our site and better our advertising endeavors. Under no circumstances will we know who you are unless you divulge this information.
It is Windham’s policy to share your personal information only with third parties or service providers who need to know such information in order to provide necessary services on our behalf. We limit the information available to service providers to that which is necessary for them to deliver their services.
Otherwise, Windham only releases nonpublic personal information under the following circumstances:
We are directed in writing by you, the client, to do so;
We are required by law to disclose the information.
Security of Information
Windham is committed to keeping your nonpublic information secure, and restricts access to client information only to those employees and third parties who need to know such information in order to provide financial products or services. Windham maintains physical, electronic, and procedural safeguards to ensure that all client information remains secure. It is Windham’s policy to work only with third parties who treat nonpublic personal information with the same level of importance that Windham does.
Keeping Clients Informed