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PRIVACY POLICY

 
 

EFFECTIVE SEPTEMBER 1, 2018

Our Commitment to You

Haddonfield Financial Planning, L.L.C. (“HFP” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”).

 Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we shall do everything that we can to maintain that trust. HFP protects the security and confidentiality of the personal information we have and all implement controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship.

As a matter of policy, HFP does not sell your non-public personal information to anyone.  Further, HFP will not provide such information to third-parties except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.

Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy, as well as, in the Firm’s Compliance and Policy Procedures Manual.

Why you need to know?

Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account.  Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.

 WHAT INFORMATION DO WE COLLECT FROM YOU?

  • Social security or taxpayer identification number

  • Assets and liabilities

  • Name, address(es) and phone number(s)

  • Income and expenses

  • E-mail address(es)

  • Investment activity

  • Account information (including other institutions)

  • Investment experience and goals

WHAT INFORMATION DO WE COLLECT FROM OTHER SOURCES?

  • Custody, brokerage and advisory agreements

  • Account applications and forms

  • Other advisory agreements and legal documents

  • Investment questionnaires and suitability documents

  • Transactional information with us or others

  • Other information needed to service account

 How do we protect your information?

To safeguard your personal information from unauthorized access and use, HFP has physical, procedural and electronic security measures in place.  These safety measures include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data.  All employees and Advisors are trained on their responsibilities to protect Client’s personal information.

 As a Matter of Policy, we require third parties that assist in providing our services to you to protect the personal information they receive from HFP.