Non-Public Information We Collect
In order to provide you with products and services and maintain our relationship with you, we collect certain non-public information. We obtain this personal information from a number of sources. Applications and documents you submit to us provide CWC with information like your name, address, telephone numbers, Social Security numbers, assets, income and investment objectives. Further, in dealings and transactions with our affiliates or others CWC may obtain information about account balances, your use of account(s), the types of products and services you prefer, finances, employment, avocations or other personal characteristics through these exchanges.
Non-Public Information We Disclose to Others
CWC may disclose some personal information we collect as described above, to companies that perform services on your/our behalf. An example is our sharing with Fidelity Investments and/or Millennium Trust Company when they provide custody and reporting services for your account(s). We also disclose information when we believe it necessary for the conduct of our business or where law requires. For example, information may be disclosed for audit or research purposes, to attorneys or other professionals, or regulatory agencies. In addition we may provide non-public information to third party service providers to (a.) enable them to provide business services for us such as performing data maintenance or processing services, to (b.) facilitate the processing of transactions requested by youand to (c.) assist us in offering products and services to you. We may disclose to our affiliated companies (CWC Asset Advisors, Inc. and Storage Managers, Inc.) some non-public personal information. Offers for products and services from our affiliate companies are developed under conditions designed to safeguard your privacy and we require these companies to adhere to our firm's privacy standards when handling your personal information. Except in these specific, limited situations we will not make any disclosures of non-public information, without your consent, to other companies or individuals who may want to sell their products or services to you.
You May Limit Information We Share
If you prefer that we do not share your non-public personal information with our affiliated companies you may direct us not to share such information (opt out) by:
Calling us at (800) 355-9345 from 7am to 4 pm
or by writing to us at Christopher Weil & Company, Inc.
11236 El Camino Real, Suite 200
San Diego, CA 92130
Confidentiality and Security
CWC uses physical, electronic and procedural security measures to safeguard your non-public information. Access to such information is restricted to those employees who are trained in the proper handling of client information and they may access information only when there is an appropriate reason to do so, such as to administer our products or services, or where disclosure is required by law.