Information We Collect
Cornerstone collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Cornerstone collects may include:
Information Cornerstone receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
Information you provide Cornerstone directly about your personal finances or personal circumstances or which Cornerstone may receive from brokerage statements or other information you authorize Cornerstone to receive.
Information Disclosed In Administering Products and Services
Cornerstone will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Cornerstone does not sell any personal information about you to any third party. Cornerstone will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Cornerstone has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Cornerstone maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.