At Cumberland Advisors we appreciate the trust you have placed in us, and we want
to maintain that trust. Keeping customer information secure is a top priority.
Please review our Privacy Statement below so that you can understand how we
handle any personal information about you that we may collect.
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,
Information about your transactions with us,
our affiliates, or others.
As Cumberland Advisors shares nonpublic
information solely to service our client accounts, we do not disclose any
nonpublic personal information about our customers or former customers to
anyone, except as permitted by law.
To provide the utmost in service, we
may disclose the following information regarding customers and/or former
customers, as necessary to companies to perform certain services on your behalf
(e.g. custodial banks or brokers) or as required by law.
Cumberland Advisors receives from clients on applications (name, social security
number, address, assets, etc.)
Information about client transactions with
our firm or others (account information, payment history, parties to
Cumberland Advisors will internally safeguard your nonpublic
personal information by restricting access to only those employees who provide
services to you or those who need access to your information to service your
account. In addition, we will maintain physical, electronic, and procedural
safeguards that meet federal and/or state standards to guard your nonpublic