Merger & Acquisition Services, Inc., and it's affiliates (collectively "M&A"), recognizes the importance of protecting the privacy of our customers and as such, we have policies in place to maintain the confidentiality and security of customer information. M&A seeks to protect the security and confidentiality of customer information. We reinforce this in the way we routinely handle sensitive information as part of our day-to-day operations. As such, we maintain physical, electronic and procedural safeguards to protect non-public customer information. Our systems aim to protect against unauthorized access to records that may harm or inconvenience our clients.

 

It is M&A’s policy not to share information or records regarding former or current customers with anyone, except by mutual agreement or as required by law. However, it is possible that M&A could be served with subpoenas for legal due process, criminal investigations, discovery, court orders, and/or need to exercise our right to defend ourselves against law suits. In any of these events, M&A would advise you in writing prior to releasing any information. Furthermore, customer information is handled in a confidential manner with such information and transaction details discussed only with employees and persons who have a reasonable need to know such information for valid business or regulatory reasons. This includes, but is not limited to, confidential information requested during routine regulatory reviews and examinations.