We at Sundvold Financial recognize and appreciate the importance of respecting the privacy of our customers. Our customers’ trust is our most important asset, and we are committed to safeguarding against the unauthorized use of, and access to, customer information.
It is Sundvold’s policy to maintain the security and confidentiality of customer information. We do not sell or make available personally identifiable customer information to non-affiliated parties, except as requested or authorized by a customer; as required by law, for example with authorized regulatory or law enforcement agencies; or as otherwise permitted by law, for example, with service providers (such as custodians) that maintain, process or service customer information, including, among other things, personal and financial information provided by customers at the time they open accounts, ongoing transactional activity within accounts, and other personal or financial data furnished to Sundvold by customers or third parties in the course of the account relationship. The policies apply to all of our current, prospective and past customers who are individuals.
With regards to Sundvold’s internal security policies access to a client’s personal information is restricted to those employees who need access to that information in order to service a client’s account(s). All employees are subject to the firm’s Privacy Policy. In addition, Sundvold maintains physical, electronic and procedural safeguards to protect customers’ private information.
In order to assure that non-public personal information remains protected, Sundvold has adopted procedures to establish and monitor our compliance with these policies. The policies and practices described above are Sundvold’s current policies, and these policies and practices are subject to change. Please refer back to this site from time to time to review our most current privacy policies and practices.