Privacy Statement
Privacy Notice
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, Inc.’s primary client goals is to protect your privacy. To conduct regular business, we may collect nonpublic personal information from sources such as:
* Information reported by you on applications or other forms you provide to us; and
* Information about your transactions with our affiliates, others, or us.
Radnor Financial Advisors, Inc. does not share or disclose any nonpublic personal information about its 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 clients' financial broker and professional advisors (attorneys, accountants, etc.) as authorized (either verbally or in writing) by our clients.
Further, Radnor Financial Advisors, Inc. will internally safeguard your nonpublic personal information. As a small professional practice, all RFA employees will have access to client information. All employees are aware of our confidentiality policy and RFA reinforces this awareness through personnel policies. In addition, we will maintain physical, electronic, and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
Please feel free to contact us to discuss our client information privacy policy further.
