Our Commitment To You
In order to provide you our best advice, we obtain a variety of personal and non-public financial information from you. We maintain a record of all your securities and insurance transactions, which are also non-public.
SK MANAGEMENT CONSULTANTS, INC., DOES NOT SELL
EITHER YOUR PERSONAL INFORMATION OR
YOUR NON-PUBLIC INFORMATION.
We disclose to affiliated and non-affiliated third parties your personal and non-public information only in connection with the conduct of your securities and insurance business transactions.
Disclosures may also be made if:
1. required by law or legal process
2. when requested by a beneficiary or fiduciary on
your account(s)
3. required by any regulatory agency or for other
reasons required or permitted by law
4. you request specific disclosure
5. your authorized attorney or accountant
