Your relationship with Cornerstone is based on trust and confidence. To fulfill its responsibilities to you, Cornerstone requires that you provide current and accurate financial and personal information. You deserve to expect that Cornerstone will protect the information you have provided in a manner that is safe, secure and professional. Cornerstone and its employees are committed to protecting your privacy and to safeguarding that information.
Most of our customer records are kept electronically in password protected files. Access to those files is limited to authorized personnel. During regular business hours, access to customer records in non-electronic format is monitored so that only those with approval may access the files. During hours in which the company is not in operation, the customer records are locked up.
No individual who is not so authorized shall obtain or seek to obtain personal and financial customer information. No individual with authorization to access personal and financial customer information shall share that information in any manner without the specific consent of a firm principal. Failure to observe Cornerstone’s procedures regarding customer and consumer privacy will result in discipline and may lead to termination.
Cornerstone is committed to the protection and privacy of its customers’ and consumers' personal and financial information. Cornerstone will not share such information with any affiliated or nonaffiliated third party except:
It is not a policy of Cornerstone to share nonpublic personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out.