At Lebenthal & Co., LLC (hereafter Lebenthal) we believe that the privacy of our client’s information - personal, financial, and other - is of paramount importance. It goes to the very heart of our ability to provide our clients with the sophisticated and often sensitive services that they require. In addition, the rapidly-growing use of the Internet adds another dimension to our already extensive efforts to ensure your privacy. Our relationships with our clients are among our most valued assets, both professionally and personally. We know how important personal privacy is to you. As such, we take steps to safeguard the confidential information that we maintain about you. It is in that spirit that we offer the following assurances:
Collection, Retention, and Use of Your Information. In the course of doing business with you, we may collect, retain, and use certain “nonpublic personal information” about you for very limited purposes. This includes information such as:
Information we receive from you on applications or other forms, including identifying information, such as name, address, birth date, assets, income and social security or passport number.
Transaction information, such as account activity, account holdings, balances, debits, credits, and. where applicable, account margin.
Information received from credit reporting agencies and public records.
We use this information: to conduct business with you; to develop or enhance our products and services; to understand your financial needs so that we can provide you with quality products and superior service; and to protect and administer your records, accounts and funds. Certain laws and regulations also require us to collect such information about you.
WE DO NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT OUR CUSTOMERS OR FORMER CUSTOMERS TO AFFILIATES OR TO NONAFFILIATED THIRD PARTIES, EXCEPT AS REQUIRED OR AUTHORIZED BY LAW, WITH YOUR CONSENT OR AS OTHERWISE SPECIFIED HEREIN. NEITHER DO WE PROVIDE SUCH INFORMATION TO OTHERS FOR MARKETING PURPOSES.
Our Security Procedures to Protect and Maintain Accurate Information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to ensure that your financial information is secure, accurate, current, and complete. We will endeavor to respond to requests by you to correct inaccurate information in as timely a manner as feasible. We restrict access to nonpublic personal information about you to those of our employees who need to know that information to provide products or services to you. We update and test our technology on a regular basis to improve the protection of that information and to assure the integrity of our information. We educate our employees about the importance of confidentiality and customer privacy through training programs and internal procedures, and we take appropriate disciplinary measures to enforce employee privacy responsibilities.
Restrictions on Disclosing Nonpublic Information. We do not reveal specific information about your accounts or other personally identifiable data to others for their limited use unless: (1) you request or authorize it or it is otherwise required to complete a transaction initiated by you or otherwise support a service we provide to you; or (2) the disclosure otherwise is required or authorized by law. Where such disclosure is authorized or required other service companies affiliated with us must agree with us in writing to safeguard our confidential information about you and the products and/or financial services we provide to you and to abide by applicable law.
The artwork, video, both sound and pictures, text, and the graphic arrangement thereof on this site are copyright protected, and may not be copied and distributed in any manner without the prior written consent of Lebenthal & Co. You may print and store copies of these materials for personal, non-commercial use, provided that you do not delete or modify them in any way or change any copyright or trademark notice.
Except as expressly permitted, no license is granted with respect to any of our intellectual property rights. And all right title and/or interest in and to the materials and/or any products, technology, and/or processes described on this Site, shall at all times remain the property of Lebenthal & Co., its licensors or any applicable third party. This website is copyright protected by Lebenthal & Co., LLC. All Rights Reserved.
In protecting and enforcing its intellectual property rights, Lebenthal & Co. will pursue all remedies available under civil and criminal law.