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Privacy Policy |
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Robert A. Lees & Associates Privacy Policy
A new federal law requires professionals-including attorneys-who provide advisory services on personal financial matters to inform their clients of their policies governing private client information. Robert A. Lees & Associates has always protected our clients' privacy. In particular, Robert A. Lees & Associates strictly adheres to professional standards regarding client confidentiality. These professional standards include the attorney-client privilege and the confidentiality requirements of the ethics rules applicable in the particular jurisdiction involved, including the duty of confidentiality set forth in those rules.
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Our Policy on Gathering Information |
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In the course of providing you with legal services, we may obtain significant personal financial information from our clients, including:
- Personal contact information, including your name, residential and business mailing addresses, telephone numbers, email addresses, and Social Security Number.
- Information from your interaction with Robert A. Lees & Associates, including correspondence by mail or electronic mail, facsimile transmissions, telephone conversations, and personal meetings.
- Information about your personal finances, including bank accounts, investments, debts and liabilities, tax information, and holdings in personal and real property.
- Any other information you share with our firm in order to help us represent your legal interests more effectively.
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Our Policy on Disclosing Your Information |
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We do not disclose information relating to our representation of you except as authorized by you, as required by law, as permitted by the applicable rules of professional conduct governing lawyers, or as otherwise reasonably necessary. We may disclose such personal information as may be reasonably necessary, including in the following circumstances:
- Those parties to whom you authorize us to give your information.
- Those parties to whom we are permitted under the applicable rules of professional conduct governing lawyers.
- Those parties to whom we are required by applicable law.
We retain records relating to the advisory services we provide in order to comply with professional guidelines and to better serve your legal needs. Record retention is customarily nine years. In order to protect information relating to our representation of you, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. |
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