Private Client Resources - Private wealth management solutions for advisors at leading private banks.

Privacy Policy

Private Client Resources (PCR) recognizes that your privacy is very important and is committed to maintaining the confidentiality, integrity and security of personal information for our current, former and prospective customers. PCR wants you to understand the safeguards our business takes to ensure your privacy, and how PCR protects your information.

PCR is dedicated to the strict confidentiality and privacy of all subscriber information. PCR limits access to non-public personal information to those employees who need access to this information to service your account.

Information will only be disclosed as permitted or required by law, or when directed by the customer to share specific information with a third party, such as an accountant, tax advisor or other appointed by you.

This privacy policy remains in effect whether or not a customer is a subscriber or if PCR were to affiliate with another entity.

All data registered in the system becomes part of the permanent record being developed by PCR. As part of its service, PCR may publish aggregates of information to assist customers with helpful benchmarks, such as asset allocation, asset performance, peer wealth group comparisons, and other composite analyses. However, under no circumstances will any specific customer, advisor, end-user client, or manager be identifiable in any such publication.

PCR maintains strict administrative, physical and technical safeguards designed to protect your information from unauthorized access by third parties. PCR regularly modify these controls to respond to changing business needs and technology enhancements. In addition, PCR employees are required to sign and comply with a Confidentiality and Non-Disclosure Policy.

PCR complies with the Federal Trade Commission's Safeguards Rule promulgated under the Gramm-Leach-Bliley Act ("GLBA"). When enrolling customers and their clients in the PCR Insight™ service, PCR provides an initial Privacy Notice as required in Federal Trade Commission regulations promulgated under the Gramm-Leach-Bliley Act of 1999 ("GLBA"). Thereafter, customers receive an annual Privacy Notice as required by law.

PCR respects children's privacy and complies with the practices established under the Children's Online Privacy Protection Act. PCR does not knowingly collect or retain personal information from anybody under the age of thirteen.

If PCR decides to change this Privacy Policy, PCR will always inform its customers of any such changes. Additionally, PCR will post the changes on all client web pages.

Special Notice to California Consumers

The California Financial Information Privacy Act generally prohibits PCR from sharing non-public personal information about California consumers without notice and, in some situations, consent, unless such sharing is necessary to effect, administer or support transactions authorized or instructed by you. Unless you direct or authorize PCR otherwise, PCR will only share information with service providers who currently service your PCR account.