The privacy of our clients' personal and financial information has always been of paramount important to our firm and the comprehensive nature of the services that we provide requires us to gather detailed information regarding our clients' financial and personal information. Abridge Partners, LLC has adopted policies and procedures designed to ensure the confidentiality of client information, guard against anticipated threats to the security of client information, and protect against unauthorized access or use of client information that could result in substantial harm or inconvenience to any of our clients. These privacy provisions apply to information categorized as "nonpublic personal information" including any list, description, or grouping that is derived from personally identifiable financial information. We view this to include both information provided by our client as well as by persons or firms authorized by our client to provide us with information.
Abridge Partners will not disclose financial or personal information about any client to non-affiliated third parties except as necessary to establish and manage the client's account or perform other services that we have been instructed by our client to carry out. In these situations, a client's personal financial information will be provided to non-affiliated third parties including, but not limited to portfolio managers, custodians, insurance companies, and our client's legal and accounting firm. This includes information necessary to comply with state and federal laws, regulations, suitability, pricing and performance of services instructed in writing by our client or otherwise directed by our client.
Access to clients' information will be restricted to employees who need to know such information in providing services to clients. Client information will be maintained in the Company's central files and in the case of hard copies will be secured and locked after normal business hours. Client information will also be maintained through the Company's local area network and elaborate steps have been taken to ensure that this information is secure. Specific details regarding the process that are being utilized to secure client data is available upon request.