Privacy, security and service in our online operations are just as critical as in the rest of our business. Formula Investing ("FI") employs physical, electronic and procedural safeguards as also outlined in our Privacy Notice. We also observe the following Internet-specific practices.
Such practices include firewall barriers, encryption techniques and authentication procedures, to maintain the security of your online session and to protect FI accounts and systems from unauthorized access. We may place "cookies" and similar files on your hard drive for purposes such as security, to facilitate site navigation, and to personalize your experience on our site. Cookies are small bits of data that a web site can use to communicate with your web browser. Our cookies do not identify you by name as an individual or by account number; they merely note that your browser was used to visit a particular site or pages on a site on a certain date.
When you visit www.formulainvesting.com, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and average time spent on our Web sites. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our Web design and functionality.
All information given to Formula Investing and all recommendations and advice furnished by Formula Investing to its clients will be kept confidential and will not be disclosed to anyone, except as Formula Investing may so agree in writing or as may be required to do so by law.
Formula Investing will collect non-public, personal information about its clients as part of this engagement. This information will be obtained directly from the client and includes details such as the client's date of birth, social security number, financial account numbers and balances, sources and amounts of income, home addresses and telephone numbers.
As part of Formula Investing's policy, Formula Investing restricts access to confidential personal information about its clients to those Formula Investing employees who need to know that information in order to provide products or services to its clients. Formula Investing maintains physical, electronic, and procedural safeguards to comply with federal standards to guard its clients' confidential personal information.
We may share personal information with unaffiliated service providers such as printing and mailing houses, securities clearinghouses and other entities who may provide services at Formula Investing's direction.
Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Formula Investing.
Formula Investing may share information about you with government agencies, other regulatory bodies, and law enforcement officials for tax purposes or to report suspicious transactions.
If you are a former client, these policies apply to you; we treat your information with the same care as we do information about current clients.