As a regulated financial institution and member of the SIPC, Tamaren Investments must obtain your personally identifiable financial information. To demonstrate our commitment to privacy we have prepared this Privacy Statement. Please take a moment to review our privacy policy, as described below.
Gathering Information
We treat the information we gather about you in a confidential manner. Tamaren Investments collects information about you to help us serve your financial needs, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Any collection of personal products or services, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.
In order to service your account, Tamaren Investments may collect nonpublic personal, financial, and health information from the following sources:
o Information on applications and related forms such as name, address, Social Security number, assets and income, and medical information if applying for insurance;
o Information regarding your transactions with us, such as products or services purchased, account balances and payment history;
o Information from consumer reporting agencies, such as credit relationships; Information from your employer, association, or benefit plan sponsor, such as name, address, Social Security number, assets and income.
Sharing Information
We do not disclose any nonpublic information about you to anyone unless you authorize us to do so. However, in the course of servicing your account, we may share previously described information about our customers with other service providers such as insurance companies, mutual fund companies, banks or investment firms to effect transactions, provide account maintenance or customer service to your account. We may also disclose information about you to third parties without your consent, as permitted by law, such as:
o To respond to a subpoena or court order, judicial process or regulatory authorities;
o To consumer reporting agencies;
o In connection with a proposed or actual sale, merger, or transfer of all or a portion of a business or an operating unit;
o To protect against fraud;
Safeguarding Privacy
Tamaren Investments maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information, to insure that we are complying with our own policy, industry practices, and federal regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
By use of this site you agree: Tamaren Investments is not responsible for
any recommendations, solicitations, offers, or agreement or any information
about transactions customer accounts or account activity contained in this
communication. While the information contained herein has been obtained from
sources deemed reliable, it is not guaranteed. (Please consult your monthly
statements or transaction confirms for transaction details).
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