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San Miguel Legal’s
Privacy Policy
San Miguel Legal and its
staff care about and respect the privacy of our
clients’ personal, medical and financial information.
We understand our clients furnish sensitive
information to the firm in the course of daily
business, and expect privacy and security for their
affairs. San Miguel Legal expects nothing less, and
is committed to treating such information
responsibly. We strive to protect any personal and
financial information you give to San Miguel Legal (address,
name, email address, etc.) Unfortunately, as
computer security breaches at the highest levels of
the US federal government have shown, no one can
unconditionally guaranty that information will not
be comprised by illegal, determined hackers or
thieves. Nevertheless, San Miguel Legal will take
all commercially reasonably and prudent steps
necessary to safeguard sensitive information that
has been entrusted to us by our clients. The
following privacy policy and outlines our firm’s
practice regarding personally identifiable financial
information for clients and those potential clients
who become our clients. Your personal information is
not disclosed, lent or sold to anyone for any
purposes, except for the limited purposes provided
for below.
TYPES OF INFORMATION
THE FIRM COLLECTS
San Miguel Legal
collects nonpublic personal information from the
following sources: • Information we receive from you
on applications, questionnaires, tax returns, other
forms or in person; and • Information about your
transactions with us, and from custodian statements,
other professionals and suppliers you may work with.
“Nonpublic personal information” is information we
obtain about you in connection with providing a
service to you. For example, nonpublic personal
information includes information regarding your
account balance, payment history, tax liabilities,
legal matters, etc. If you decide to become an
inactive client, we will continue to adhere to the
privacy policies and practices described in this
notice.
INFORMATION DISCLOSED
TO THIRD PARTIES
We will not disclose to
third parties individually identifiable information
about users except for the limited purposes
described below. • In accordance with the law and
our code of ethics, whenever it is necessary or
appropriate to comply with the law or legal process,
to protect our systems and clients, or to ensure the
integrity and operation of our business and systems.
• We are compelled to do so by order of a duly-empowered
governmental authority. • We must to defend against
charges of wrongdoing by a client or in connection
with a civil dispute between us and the client. In
such instances, we will take appropriate measures,
including requesting protective orders, to preserve
the confidentiality of the information. • We have
express permission of the client. • We are required
to disclose it in order to process transactions. The
exception to above is attorney-client privilege.
FRAUD PREVENTION
San Miguel Legal
reserves the right to co-operate with local,
national, or international law enforcement or other
authorities in the investigation of improper or
unlawful activities and this may require the
disclosure of personal information. If such an
investigation requires disclosure of personal
information kept in our records, we may be required
by law to cooperate. We also reserve the right to
report improper or unlawful user activities on our
site, which may require the disclosure of personal
information relating to those individuals conducting
such improper or unlawful activities. The exception
to above is attorney-client privilege. OUR SITE
SECURITY While we make many efforts to ensure the
security of your personal information, because of
the nature of data transmission over the Internet,
we cannot guarantee it and you transmit your
personal information to us at your own risk. Warning:
e-mail is not a secure means to send personal
information, as it is not encrypted.
LINKS
This web site contains
links to other sites. This privacy statement only
applies to information collected by our web site. We
are not responsible for the privacy practices and
policies of these third parties. COOKIES Depending
on how you have configured your browser, when you
visit at our site we use cookies. Cookies are small
pieces of data, which are stored on your computer to
allow your web browser to remember something about
our web site. However, the information they retain
only identifies the path that someone using one
computer takes through our site. No information that
makes a user personally identifiable is retained in
any cookie.
ACCESS TO INFORMATION
At your request, we will
provide to you a statement explaining the extent to
which we hold personal information about you, and we
will explain how that information has been used or
disclosed by us.
SAFEGUARDING CLIENT
INFORMATION
We also take steps to
safeguard client information. We restrict access to
nonpublic 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 to
guard your nonpublic personal information.
If we change our policy
or practice by, for example, adding a category of
information that will be disclosed to a third party,
the firm will notify existing clients and give them
an appropriate time period to opt out of the
disclosure.
Because San Miguel Legal
recognizes its clients’ expectations of personal and
financial privacy; and because preserving our
clients’ trust is one of the core values of our
company and the broader financial community, San
Miguel Legal complies with the following guidelines
for the responsible use and protection of our
clients’ information:
• We will always value
the trust of our clients and the importance of
keeping their personal financial information
confidential.
• We will provide our
clients with our policy regarding the responsible
use and protection of personal financial
information.
• We will hold our
employees to the highest standard of conduct in
ensuring the confidentiality of client information.
• We will hold any
personal medical information about our clients in
the highest trust.
• We will use
information responsibly in order to provide our
clients with significant benefits, including fraud
prevention, improve products and services and to
comply with laws.
• We will establish
procedures to maintain accurate information and
respond in a timely manner to our clients’ request
to change or correct information.
• We will use a
combination of safeguards to protect our clients
against the criminal use of their information and to
prevent unauthorized access to it.
• We will require
independent contractors that we do business with to
abide by our privacy policy and to maintain the
confidentiality of our clients’ information.
Please review or
other disclosures and do not hesitate to contact us
if you have any questions or concern regarding this
privacy statement or any other matter relating to
the firm.
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