Landaas & Company Privacy Statement
Protecting Your Privacy
An Important Notice About Client Account Information
Landaas & Company strongly believes in protecting the confidentiality and security of information we collect about you.
Why We Collect and How We Use Information
When we evaluate your request for our services, provide investment advice to you and process transactions for your account, you typically provide us with certain personal information necessary for these transactions. We may also use that information to offer you other services we provide which may meet your investment needs.
What Information We Collect
The personal information we collect may include:
- Name and Address
- Social Security or taxpayer identification number
- Assets, Income
- Account Balances
- Investment Activity
- Accounts at other institutions
How We Protect Information
We do not sell your personal information to anyone.
We treat information about current and former clients and their accounts in a confidential manner. Our employees may access information and provide it to a third party only when completing a transaction at your request or providing our other services to you.
At your request, we may disclose information to attorneys, accountants, lawyers, securities professionals and others to assist them or us in providing services to you. We may make additional disclosures as permitted by law.
We may also maintain physical, electronic and procedural safeguards to protect information. Employees and our professional service representatives are required to comply with our established information confidentiality provisions.
Access to and Correction of Information
Generally, upon your written request, we will make available information for your review. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available. If your personal information with us becomes inaccurate, or if we need to make a change to that information, please contact us at the number shown below so we can update our records.
or calling (414) 223-1099.