In June 2000, the Securities and Exchange Commission (“SEC”) issued its final rule regarding the obligation of SEC-registered investment advisers to protect the financial privacy of their clients (known as Regulation S-P).
One of Radnor Financial Advisors, LLC’s primary client-related goals is privacy protection. To conduct routine business, we may collect non-public personal information such as:
* Information reported by you on applications or other forms you provide to us;
* Information about your transactions with our affiliates, others, or us.
Radnor Financial Advisors, LLC does not share or disclose any non-public personal information about current or former clients to outside parties, except as permitted or required by law. All information will remain confidential. However, we will continue to work with financial brokers and professional advisors (attorneys, accountants, etc.) as expressly authorized (either verbally or in writing) by our clients.
Further, Radnor Financial Advisors, LLC will internally safeguard your non-public personal information. As a small professional practice, all of our employees have access to client information. Our employees are aware of our confidentiality policy, which is reinforced through personnel policies. In addition, we maintain physical, electronic, and procedural safeguards that meet federal and/or state standards to guard your non-public personal information.