Mac Murray

Client Confidentiality and Non-Disclosure

In INTELLIGENT Investor, RISK Management on March 22, 2010 at 11:33 AM

INVEST PHILIPPINES strives to provide excellence in professional service to its clients.

The purpose of collecting data from clients is in order to provide professional fiduciary services.

E. M. Murray observes a strict code of ethics and maintains a policy of strict confidentiality of all personal data submitted by clients whether by mail, email, fax or through information provided via consultation.

E. M. Murray reserves the right to verify information supplied voluntarily by clients as part of “know your client”best practices, anti-money laundering protocol, and due diligence checking procedures.

Client data is retained for a number of years in order to assist in the event of any legal requirements. All client information is held in strict confidence and is not revealed to 3rd parties, for any reason, unless legally obligated to do so.

Due Diligence Helps

Bad Boys What You Gonna Do: Anti Money Laundering Protocol

E. M. Murray. Customized Stock Portfolios. Professional Managment. Fixed Downside Risk.

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