Throughout the world, there are regulations that impose various requirements on financial institutions' treatment of customer information. The regulations require that financial institutions develop privacy policies and disclose these policies to its customers.
Willow Oak Advisory considers your privacy one of our utmost concerns. This Privacy Notice outlines our current policies and practices regarding how information about individual customers is collected and used. Should any portion of our current policies and practices change you will be sent a revised Privacy Notice in advance, thus providing you with sufficient notice to respond prior to the effective date of the change.
In order to provide you with individualized service, Willow Oak Advisory collects information about you from the forms you submit to us or via our website or to other firms that we work with. We use this information to contact you (if necessary), follow up with the status of your application with the firms we work with, process your requests and to provide you with additional information about products and services.
We do not disclose any non-public personal information about our customers to other independent firms, organisations or individuals except in furtherance of our business relationship with you, or if compelled to do so by due process of law.
We restrict access to non-public 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 standards to guard your personal information.
Should you have any questions or concerns about this Privacy Notice or the privacy of your personal information, Please feel free to contact us.