IMPORTANT NOTICE CONCERNING OUR CLIENTS' PRIVACY
Your trust is the most valuable asset of Corrigan Financial, Inc. As technology continues to evolve, it is more important than ever that we assure you that your information is safe with us. We take precautions to protect your privacy, maintaining physical, electronic, and procedural safeguards that comply with Federal and other applicable standards to guard your "nonpublic personal information".
When you provide us, or we obtain, information about you and your accounts that is not publicly available (nonpublic personal information), you can be certain this information will be used only for our financial planning, tax preparation and investment services. We do not provide information to companies for use in telemarketing or direct mail marketing of any products or services.
Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive from you in interviews and on applications and other forms.
- Information about your transactions with us, our custodians, or other persons who are not members of our corporate family (non-affiliates).
The information we collect is used for only one purpose: to help deliver the services you have requested, easily and efficiently. It also may permit us to design and offer specific services that will be useful to you.
Information We Disclose and to Whom
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except with your explicit request or permission or as required or permitted by law. For example, certain Federal or state laws may require us to disclose information about you if you are involved in litigation with a third party. In such circumstances only the specific information required by law, subpoena, or a court order will be disclosed.
Online Services and Privacy
You can visit our website and learn about our services without providing any information about you. We do not store or retain any information (i.e., "cookies") about you when you visit our website. Currently we do not offer transactional services at our website.
Where to Find Out More Information
If you have questions or comments about our privacy practices or the way your information is maintained and used, please write to us at Corrigan Financial, Inc., 747 Aquidneck Ave., Middletown, Rhode Island 02842, Attention: Compliance Officer. We are committed to protecting your privacy, whether you do business with us in person, electronically, by telephone, or by mail.
Revised 12/31/2009
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