This notice explains the manner in which the Keller Legal Group utilizes and maintains nonpublic personal information about its clients.
The Keller Legal Group is committed to the protection of its clients’ privacy in accordance with the New York Code of Professional Responsibility, which governs attorney conduct. This notice is being provided to you in compliance with federal legislation requiring disclosure of our method of confidential maintenance of nonpublic personal information.
In rendering services to our clients we must use personal information collected about them. In the representation of our clients, the Keller Legal Group may obtain nonpublic personal information about our clients from the following sources, among others:
- Retainer Agreements (for example, name and address);
- Activity in client accounts (for example, billing history and balances);
- Other interactions with us (for example, discussions with our attorneys and staff on issues related to safeguarding money or securities, real estate settlement services, financial or investment advisory activities, or instruction on individual financial management); and
- Documentation or other information supplied to us by clients or by third parties at the request of the client.
We do not disclose in any manner nonpublic personal information about our clients, including companies, organizations and individuals, to third parties, except with the client’s consent, at the client’s direction, and as otherwise required by law. Personal information about former clients is treated in the same manner as that of current clients.
Access to nonpublic personal information is restricted to those employees and other parties who require that information in order to provide services to you. Further disclosure or use of the information is limited by the applicable Canons of Ethics we are subject to as a law firm, our employee code of conduct, applicable law, and nondisclosure agreements, where applicable. We also maintain physical, electronic, and procedural safeguards that protect your information.
You do not need to call or do anything as a result of this notice. It is meant only to inform you of how we safeguard your nonpublic personal information.