PRIVACY
NOTICE OF PRIVACY POLICY & PRACTICES
The Willis Group, Inc. recognizes and respects the privacy expectations of our customers (1). We provide this notice to you so that you will know what kinds of information we collect about our customers and the circumstances in which that information may be disclosed to third parties who are not affiliated with The Willis Group, Inc.
COLLECTION OF CUSTOMER INFORMATION
We collect nonpublic personal information about our customers from the following sources:
Account Applications and other forms, which may include a customer's name, address, social security number, and information about a customer's investment goals and risk tolerance; Account History, including information about the transactions and balances in a customer's accounts; and Correspondence, written, telephonic or electronic between a customer and The Willis Group, Inc. or service providers to The Willis Group, Inc.
DISCLOSURE OF CUSTOMER INFORMATION
We will not sell any lists containing client or shareholder information at any time. We may disclose all of the information described above to certain third parties who are not affiliated with The Willis Group, Inc. under one or more of these circumstances:
As Authorized - if you request or authorize the disclosure of the information. As Permitted by Law - for example, sharing information with companies who maintain or service customer accounts for the The Willis Group, Inc. is permitted and is essential for us to provide shareholders with necessary or useful services with respect to their accounts. Under Marketing Agreements - we may also share information with companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.
SECURITY OF CUSTOMER INFORMATION
We require service providers to the The Willis Group, Inc.: to maintain policies and procedures designed to assure only appropriate access to information about customers of the The Willis Group, Inc.; to limit the use of information about customers of The Willis Group, Inc. to the purposes for which the information was disclosed or as otherwise permitted by law; and to maintain physical, electronic and procedural safeguards that comply with federal standards to guard nonpublic personal information of customers of the The Willis Group, Inc. We will adhere to the policies and practices described in this notice regardless of whether you are a current or former shareholder of The Willis Group, Inc. (1) For purposes of this notice, the terms "customer" or "customers" includes both shareholders of The Willis Group, Inc. and individuals who provide nonpublic personal information to The Willis Group, Inc., but do not invest inThe Willis Group, Inc. shares.
Cookies
The Willis Group, Inc. use of web cookies is not linked to your personal information while on this site. The Willis Group, Inc. uses both session ID cookies and persistent cookies. A persistent cookie is a small text file stored on the user's hard drive for an extended period-of-time. Session cookies are deleted once you close your browser (or leave this site) Some cookies contain the email address provided by you when you completed your email profile. This information is used to populate an email address box with your email address.
Third Party Advertising
We use third-party advertising companies to serve ads when you visit our Web site. These companies may use information (not including your name, address, email address or telephone number) about your visits to this and other Web sites in order to provide advertisements on this site and other sites about goods and services that may be of interest to you.
Third Party Cookies
In the course of serving advertisements to this site, our third-party advertiser may place or recognize a unique "cookie" on your browser.
E-mail: info@thewillisgroup.net