Last updated : July 24, 2019
Under federal regulations passed pursuant to the Gramm-Leach-Bliley Act, all persons, including attorneys, who provide advice on personal financial matters (which is broadly defined) are required to inform clients of their policies regarding privacy of client information. Thomsen and Burke LLP is providing this notice to you to explain our Client Policy with regard to personal information about you that we obtain and how we keep that information secure.
We understand your concerns as a client regarding the need to ensure the privacy of all your information. Your privacy is important to us and maintaining your trust and confidence is a high priority of Thomsen and Burke LLP. Of course, we are bound by professional standards of conduct that are more stringent than those required by federal law. Therefore, we always protect your right to privacy. We maintain the highest level of confidentiality for confidential client information as well as information that is protected by the attorney-client privilege.
Information We Collect
We collect personal information about you from the following sources:
- Information we receive from you: We may receive and collect information you provide to us through written, electronic, or other forms of communication.
- Information about your transactions with us: We collect information related to your business transactions with us including billing and payment information.
- Information we receive from others: We may receive and collect information from persons or entities in connection with our representation of you.
WE DO NOT DISCLOSE ANY PERSONAL INFORMATION ABOUT OUR CLIENTS OR FORMER CLIENTS TO ANYONE, EXCEPT AS PERMITTED BY LAW AND ANY APPLICABLE STATE ETHICS RULES.
Confidentiality and Security
Personal information about you is restricted to our attorneys and other employees within our firm. The right of those individuals to further disclose or use the information is strictly limited by the policies of our firm, applicable laws, and applicable state ethics rules. We maintain physical, electronic and procedural safeguards that comply with applicable laws and applicable state ethics rules to guard your personal information.
Unless otherwise agreed to, Thomsen and Burke LLP generally retains client records for five years and may destroy or return records after this retention period.
If you have any questions about our Client Policy, contact the attorney with whom you deal or Terri Pugh at email@example.com.