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Protecting Privacy is One of Market Street’s Most Important Responsibilities
Gathering and Maintaining Your Information
When we refer to a client’s* financial and personal information, we mean the following types of information:
Protecting Your Information is Our Priority
Because protecting your financial and other personal information is very important to us, we take substantial steps to safeguard the confidentiality, integrity, and security of your information both physically and electronically, including password protecting and otherwise locking our servers, computers, databases, and other software containing client information.
Further, all Market Street employees and third party vendors with access to financial or personal information are required to enter into written confidentiality agreements.
Any violation of this Policy will be investigated and redressed promptly.
When We May Share Your Information
Confidentiality within Your Family Group
Market Street is unique in that, as a family office, we may provide services not only to you as an individual client (the owner of the account) but also to your spouse, minor or adult children, and to extended family members. These services may be provided to your family members either as clients themselves, or as beneficiaries or remainder beneficiaries of family trusts or of individual trusts you establish, borrowers on intra-family and/or trust loans, board members on family foundations, etc. This Policy applies whether or not a family relationship exists. No family member client is privileged to learn the financial and personal information of another adult family member unless the latter has first agreed to share such information, or as applicable by virtue of a trust or other agreement.
If you would like to ensure that your financial and personal information is shared with certain family members, please contact your Wealth Advisor to discuss this further.
We Encourage You to Protect Your Own Information
We ask that all of our clients do their part to protect their own financial and other personal information against disclosure and unauthorized use. This includes:
* For purposes of this Policy, "client," "you," or "your" means the owner (single or joint) of the account at Market Street.
Updated April 7, 2015
2 International Drive, Suite 301
Portsmouth, New Hampshire 03801
499 Park Avenue, 26th Floor
New York, New York 10022