This statement covers the privacy and information security policies of JP Banka & Co., related to its clients, customers and consumers as well as its website.
Commitment to Privacy
JP Banka & Co., (the Firm) is committed to maintaining the privacy of information related to its clients, customers and consumers that it collects and maintains as a result of its business practices.
Privacy and Security Related to Client and Customer Information
Parties to Whom the Firm Discloses Information: For current and former clients, the Firm does not disclose any personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to third parties who need to know that information to assist us in providing services to you, or for the purposes of collecting past due account balances. In all such situations, the Firm stresses the confidential nature of information being shared.
Types of Nonpublic Personal Information the Firm Collects: The Firm collects nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Protecting the Confidentiality and Security of Current and Former Clients’ Information: The Firm retains records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. To guard your personal information, the Firm maintains physical, electronic and procedural safeguards that comply with our professional standards.
Privacy and Security Information Related to Our Website
Collection of Personal Information
In various sections of the site, such as tax organizers, registration forms, surveys, etc. we may request that you enter personal information, such as name, e-mail, and postal address, demographic information such as zip code, age or income level, as well as other personal financial information. The Firm will not sell, distribute or disclose your personally identifiable information collected to any third parties (except as may be required by subpoena, search warrant or for other legal process, including collection of past due account balances).
Contact information collected is used to send information to you about the Firm at your request. This information may also be used to communicate directly with you when necessary. Demographic and profile data are also collected at our site. We use this data to tailor our visitors’ experience while at our site by showing them content they might be interested in, and displaying the content according to their preferences.