Jupiqon Wealth Management ("Jupiqon") is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our clients. We recognize that with this privilege comes a responsibility to maintain the confidentiality of the personal information that they share with us. We take this responsibility very seriously.
INTERNAL USE OF INFORMATION
To conduct regular business, we may collect nonpublic personal information from sources such as: information reported by our clients on applications or other forms they provide to us; or information about their transactions with other affiliates. As Jupiqon shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients, or former clients to anyone, except as permitted or required by law. Jupiqon employees are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination.
NON-AFFILIATED THIRD PARTIES
At times, we may disclose nonpublic personal information to nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about our client to the following types of non-affiliated third parties: depositories and other financial institutions, in order to maintain our client's accounts; financial service providers such as brokers, insurance companies, banks, attorneys, and accountants, only with a client's prior authorization.
This website contains links to other sites. Jupiqon Wealth Management is not responsible for the privacy practices of these other sites, and we encourage you to read the privacy statements of any other site that collects personal information.
Jupiqon is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us by our clients. Except as described above, Jupiqon does not share customer information. If information is requested by judicial writ or investigation of fraudulent activity, etc. we are required by law to comply. We will not rent, sell, trade, or otherwise release or disclose any personal information about our clients. Any information that our clients provide to us is for Jupiqon's use only. If our clients decide to close their account(s), we will adhere to these privacy policies and practices.