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Reviewed
June 30th, 2009
This notice provides a summary of the policies and procedures that Access Investment
Advisors Incorporated maintains to ensure the privacy of your personal information.
Unless it is otherwise required by law, it is the policy of Access:
to hold all personal information in strict confidence at all times
to prohibit the sale of personal information about
current or former clients
to obtain your express consent prior to disclosing any personal information to
unaffiliated third parties
to disclose personal information only with affiliated companies that provide us
with administrative and technical support when it is reasonable and necessary for
the purpose of carrying out our fiduciary duties and when we have received
confirmation that the information will be used only for the purpose intended
to maintain reasonable physical, electronic and
procedural safeguards to protect your personal
information
to safely destroy all records we are no longer
required to keep after the period of time required
by our Records Retention Policy
to notify you of any changes to our Privacy Policy.
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