Our Commitment to Privacy
Investment Planners, Inc. and IPI
Asset Management have always been committed to maintaining the confidentiality, integrity,
and security of personal information entrusted to us by current and prospective clients.
We are proud of our privacy practices, and we want you to know how we protect your
information.
How and Why We Obtain
Personal Information
At Investment Planners, Inc. and
IPI Asset Management, we use personal information collected about you to provide you with
the superior service you have come to expect from us. We may use this information in order
to develop, offer and deliver products and services; process transactions in your account;
respond to inquiries from you or your representative; or to fulfill legal and regulatory
requirements. Investment Planners, Inc. and IPI Asset Management may collect from
areas that would include:
From you or
your representative on applications or forms (examples include name, address, Social
Security number, birthdate, assets and income)
From transactional activity in your account (examples include trading history and
balances)
From you or
your representative regarding your preferences (such as paper statements vs. electronic
statements, or the screen layout you specify if you use our Internet site)
From other
sources with your consent or with the consent of your representative (for example, from
other institutions if you transfer positions)
How We Protect Your Information
Investment Planners, Inc. and IPI
Asset Management have always considered the protection of sensitive information to be a
sound business practice and a foundation of client trust.
Investment Planners, Inc. and IPI
Asset Management will internally safeguard your nonpublic personal information by
restricting access to only those employees who provide products or services to you or
those who need access to your information to service your account. In addition, we will
maintain physical, electronic and procedural safeguards that meet federal and/or state
standards to guard your nonpublic personal information.
Within Investment Planners, Inc.,
IPI Asset Management and among our service providers, we restrict access to information to
those who require that access in order to provide products and services to you. We
may share the personal information that we collect with the following entities:
Government agencies and law enforcement officials (for example, for tax reporting or under
court order)
Other organizations, with your consent or as
directed by your representative to disclose to companies, to service your account as
permitted by law.
Our Primary Client Goal is to Protect
Your Privacy
