Sharing of Personal Information. Except as otherwise agreed in writing or as required by applicable law, rule or regulation, Advisor may share your personal information with our affiliates so that they may process and service your transactions. However, the Advisor will never sell customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows:
Appears in 5 contracts
Samples: Hourly Investment Counseling Agreement, Hourly Investment Counseling Agreement, Non Discretionary Investment Advisory Agreement
