Crescent Securities has always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by current, prospective and past clients. We believe that confidence must be earned and validated through time. In today’s world, when technology allows the sharing of information at light speeds, trust must be reinforced by our sincere pledge to take the steps necessary to ensure that the information you share with us is treated with respect and confidentiality. It has always been the policy of Crescent that your information is sacred to you and to us. We do not disclose any information in our files about you unless directed by you to do so, or unless required by court order or by legal process.
Crescent collects only the information we need to service your account and administer our business. We use personal information collected about you to provide you with the superior service you have come to expect from us. We may use this information in order to develop, offer, and deliver products and services; process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. Crescent may collect nonpublic personal information about you from any of the following sources:
We do not disclose nonpublic personal information about our current or former clients to nonaffiliated third parties, except at your direction or as required or permitted by law.
Crescent has always considered the protection of sensitive information to be a sound business practice and a foundation of customer trust. Within Crescent and among our service providers, we restrict access to information to those who require that access in order to provide products and services to you. We may share the personal information that we collect with the following entities:
If for any reason at any time in the future, we find it necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change and the opportunity to opt out of such disclosure.