Client Personal Information Protection Policy
At Marquee Investment Managers, we are committed to safeguarding our clients' personal information and maintaining the highest standards of privacy and data security.
Data Retention and Confidentiality
We retain records related to the services we provide to serve our clients better and comply with applicable legal and professional requirements.
We employ physical, electronic, and procedural safeguards in accordance with relevant federal and state regulations to protect non-public personal information (NPI).
Client details such as name, mobile number, address, and email ID are treated with strict confidentiality to prevent unauthorized disclosure or misuse.
Any documents or records containing NPI are securely stored and only disclosed with client consent or when required by law.
Access Control and Employee Training
Access to client data is restricted to employees directly involved in providing or managing our services.
All team members are trained in maintaining the confidentiality of client information and the importance of privacy.
Ongoing Policy Monitoring
We regularly review and update our policies and procedures to adapt to new security standards and evolving regulatory requirements.
How We Protect Your Information Online
Our website undergoes regular security scans to detect vulnerabilities and maintain a secure browsing experience.
We perform routine malware scans to protect against malicious threats.
Personal information is stored on secured networks and is accessible only to authorized personnel with special access rights who are bound by confidentiality obligations.
All sensitive data submitted through the website is encrypted using Secure Socket Layer (SSL) technology.
We implement comprehensive security measures during data entry, submission, and access to ensure the ongoing protection of your personal information.
Third-Party Disclosure
We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties without prior notice, except:
When required for website hosting or service delivery by trusted partners who agree to maintain confidentiality.
To comply with legal obligations, enforce our policies, or protect rights, property, or safety.
Non-personally identifiable visitor data may be shared with third parties for marketing, analytics, or other business purposes.
