Information We Collect
GYL collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information GYL collects may include:
- Information GYL receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide GYL directly about your personal finances or personal circumstances or which GYL may receive from brokerage statements or other information you authorize GYL to receive.
Information Disclosed In Administering Products and Services
GYL will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. GYl does share non-public personal information with our parent company affiliate, Focus Financial Partners, LLC, for its internal and external auditing purposes. We also share your non-public personal information with a non-affiliate for the purpose of aggregating it and providing summary information based on this data to our parent company, Focus Financial Partners, LLC.
GYL does not sell any personal information about you to any third party. GYL will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
GYL has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, GYL maintains physical, electronic and procedural safeguards to guard your non-public personal information.