Zermatt Wealth Partners respects the confidentiality of our clients’ non-public, personal information. It is our intention to ensure that this information is safeguarded to protect against its misuse.
All information given to Zermatt Wealth Partners and recommendations and advice furnished by Zermatt Wealth Partners to clients will be kept confidential and will not be disclosed to anyone, except as Zermatt Wealth Partners may so agree in writing or as we may be required to do so by law or regulation.
Zermatt Wealth Partners will collect non-public information (NPI) about clients as part of our engagement with them. This information will be obtained directly from clients and includes details such as date of birth, social security number, financial account numbers and balances, tax returns, sources and amount of income, home addresses and telephone numbers, etc.
As part of Zermatt Wealth Partners’ policy, Zermatt Wealth Partners restricts access to confidential personal information to those Zermatt Wealth Partners employees who need to know that information in order to provide products or services. Zermatt Wealth Partners maintains physical, electronic, and procedural safeguards to comply with federal standards to guard confidential information.
Zermatt Wealth Partners will not disclose any Confidential Information (NPI) to any third party other than:
- a consultant to ZWP;
- a bank, broker, custodian, portfolio accounting service, proxy administration service, or other third party required to manage our client’s account or administer Zermatt Wealth Partners’ operations;
- an authorized representative of our client other than our client’s broker, consultant or custodian, such as our client’s attorney or accountant;
- a person approved by an officer of ZWP;
- as otherwise required by law or regulation. Disclosures to any other third party will only be made with the specific written authorization of our client