Lane Berry
About Us Transactions Services Professionals News Industry Expertise
 
 


Lane Berry Privacy Policy

Your Privacy Is Important to Lane Berry

In the course of serving you as our client, Lane Berry may obtain personal information about you.  Obtaining this information is necessary to deliver quality products and services to you as well as comply with regulatory and statutory requirements.  We limit access to the information we have about you to those employees who need the information for their job functions.  We train employees on our privacy policies and procedures and we maintain physical, electronic and procedural safeguards to protect nonpublic information.

Even if you cease to maintain a relationship with Lane Berry, we will continue the same protections to your nonpublic personal information as we would if you were a client. 

The Sources of Information

Personal information we collect about you may come from account applications and/or other forms, documents, and materials you submit to Lane Berry in connection with your relationship with us.  We may also collect information about you via your transactions with us or from third party credit reporting organizations.

The Information We Have About You

If you are an employee/officer/director/principal of one of our corporate or institutional clients, the typical information we collect about you personally would include: your name and contact details, your role, title and area of responsibility, and other identifying information as required by laws and regulations pertaining to anti-money laundering and related matters.

Our Use of Your Personal Information

We will use your personal information to facilitate and manage our relationship with you.

Disclosure of Your Personal Information to Third Parties

We may share any information when we believe it is necessary for the conduct of our business or where disclosure is required by law. We will NOT share or sell any information to any third party who may want to sell their products or services to you.  It is Lane Berry's policy to require all third parties that receive any information to sign strict confidentiality agreements.

Access to and Correction of Information

Upon your written request, we will make available for your review any file we may maintain with your personal information.

Important Notice

We reserve the right to change the Privacy Policy at any time by immediate positing to this website.  We encourage you to revisit this page periodically to ensure you are familiar with changes to our policy.  This site was most recently updated November 5, 2004. 

If you have any questions regarding Lane Berry's Privacy Policy please contact Christine Albertelli by phone 617.624.7060 or email calbertelli@laneberry.com


Contact Us

Copyright © 2010 Lane, Berry & Co. International, LLC. All rights reserved | Member FINRA, SIPC | Notices | Privacy