Privacy policy
BKP prioritizes client privacy, maintaining a comprehensive policy to safeguard the confidentiality of shared information. This commitment extends to both current and former clients, reflecting our fundamental belief in the importance of protecting sensitive data.
As part of our financial services, we collect non-public information about clients, adhering to a strict policy that ensures the confidentiality of the data. Our primary use of this information is to deliver services tailored to individual’s financial needs, disclosing it only when necessary for service provision or as mandated by applicable laws.
The personal information gathered directly from clients includes various aspects crucial for effective communication and addressing financial needs. This includes details such as name, address, investment objectives, financial circumstances, account balance, account transactions, social security numbers, and employment information. We acquire this information through sources like client-submitted applications, forms, and details about transactions.
Moreover, we obtain personal information from external sources like custodians, brokers/dealers, and other relevant entities. This multifaceted approach ensures a comprehensive understanding of clients’ financial situations while maintaining a commitment to confidentiality.
In our effort to enhance user experience and outreach, we utilize an advertising network. This involves collecting visitor data on our website to deliver targeted display ads on other platforms. Our partners employ technologies like cookies and web beacons for data collection.
In compliance with standard industry practices, we recognize the necessity for financial companies to share client personal information for day-to-day business operations. The information collected is instrumental in delivering asset management services to clients, and disclosure to third parties, such as broker/dealers or custodians, is done within the bounds of legal permissions.
On occasions mandated by regulatory authorities, we may be required to disclose information about our business, including potentially personal client information. However importantly, BKP does not engage in the sale of personal information to any external entities.
In addition to strengthening the security and confidentiality of client information, we have implemented robust procedures. These measures include confidentiality agreements with external service providers, password-protected access to computer files, comprehensive employee training, and adherence to strict confidentiality policies across all levels of the organization.
In case of any questions, concerns, or comments regarding our privacy policy, we encourage you to reach out through our dedicated contact. This direct line of communication ensures that clients can actively engage with us to address any issues related to their privacy and the security of their information.