At CBD we recognize the importance of personal privacy to our clients. We want you to understand how we gather, use, and safeguard information about you to provide you with our products and services. The CBD privacy principles have been adopted to maintain the security, integrity and confidentiality of your personal information.
Keeping your personal information secure is one of our most important responsibilities. We value your trust and handle your personal information with care. Our employees access personal information about you when needed to meet your needs. We may also access personal information about you when considering a request from you for additional services or when exercising our rights under the law or any agreement with you.
INFORMATION WE GATHER
At CBD, we gather personal information about you from the following sources: Information we receive from you on applications or other forms; Information about your transactions with us, our affiliates or others; and When you access the CBD web site, we use 'cookies' in connection with managing the security of your personal information when you are using the site. Once you log off the web site, the cookie is no longer stored by us.
HOW WE PROTECT YOUR INFORMATION
At CBD, we restrict access to personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your personal information.
INFORMATION WE SHARE
At CBD, we do not share any personal information about you with outside agencies except (a) if you give us permission or (b) the information is shared with our corporate affiliates, or non-affiliated third parties to assist us in performing our business functions or providing products and services to you or (c) the information is shared as otherwise permitted by law.
Non-affiliated third parties and institutions that are under contract with us are required to maintain your personal information in confidence and not use such information for other purposes. If you decide to end your association with CBD or are no longer an active client, we will continue to treat your personal information as described in this notice, as amended from time to time.
CORRECTIONS OR CONCERNS
If you believe any of your personal information maintained at CBD is incorrect, or if you have a privacy-related concern, please call us here, at 978.620.2000.
From time to time, we may update or amend this notice and will notify you of those changes as required by law. You may view the most current version of this notice at any time by requesting a copy from any of our offices, or by visiting our web site at: www.cbdcpa.com.