Back Office Solutions, LLC is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us.
The categories of nonpublic information that we collect from you may include information about your clients' personal finances, information about your clients' health to the extent that it is needed for the financial planning process, information about transactions between your clients and third parties, and information from consumer reporting agencies, i.e., credit reports. We use this information, provided and gathered by you, to help you create a report to meet your clients' personal financial goals.
We may also collect nonpublic information from you that include information about your practice, professional relationships, and other pertinent information in establishing an outsourcing relationship, which will be kept in strictest confidence.
With your permission, we disclose limited information to other professionals with whom you have established, or would like to establish a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by mail, fax, or email.
We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier, and virus protection in our computer environment.
We do not provide your personal information to mailing list vendors or solicitors.
We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your clients' records as permitted by law.
Personally identifiable information about your firm and your clients will be maintained while you are a client of Back Office Solutions, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
We will notify you in advance if your privacy policy is expected
to change. We are required by law to deliver this Privacy Statement to you annually,
in writing, as long as you are a client.