Personal Information We Collect
Everitt Lawson Group collects personal information about you pertaining to our provision of advisory services to you. The legal foundation for collecting your personal information is our legitimate business activity which is the provision of contractual services to you. We need to collect this information because it is essential for us to effectively provide advisory services to you; the failure to collect said information will culminate in our inability to provide our services. This information will include your name, your address, telephone number, email address and, depending upon the extent of your interaction with Everitt Lawson Group, it may include other information such as information pertaining to your:
- Level of investment sophistication
- Investment history
- Your employer
How We Collect This Information
We gather this information from you in a variety of ways. For instance, when you furnish us with your contact information, appoint us to act in an investment advisory capacity on your behalf, purchase securities through us, instruct us to buy or sell securities for your account and/or instruct us as to where money should be sent or to effect a wire transfer.
How We Utilize This Information
Financial companies need to access and share clients’ personal information in order to conduct their day to day business activities. In the course of providing our services to you, we may need to disseminate this information to one of more parts of our business and/or to third party entities with whom we have no affiliation or connection. The purpose of such dissemination can include but is not limited or restricted to:
- The provision of advisory services to you
- The opening of an account or accounts for you
- Transaction processing on your account
- The marketing of products and services to you
- Cooperation with court orders
- The purchase of products from third party product providers
- The instruction of third party professional services companies on your behalf
Disclosure of Personal Information to Third Parties
Everitt Lawson Group may disseminate your personal information to unaffiliated firms that help us to service your account because they have a specific requirement for access to this information. These unaffiliated firms may include but are not limited to brokers, mutual fund providers, fund administrators, taxation accountants, tax attorneys and attorneys at law. We may also disseminate your personal information to service providers and other financial institutions with whom Everitt Lawson Group has a formal arrangement to provide services pertaining to our relationship with you. All third party service providers and financial institutions with whom we have said formal agreements to provide services pertaining to our arrangements with you must undertake to preserve and maintain the confidentiality and integrity of your personal information and must only use it for purposes in keeping with the reasons for disclosing the information to them. We may also share your personal information with government agencies or regulatory authorities in compliance with a legal court order compelling us to do so.
How We Protect Your Personal Information
Everitt Lawson Group employs a number of security measures in order to preserve the confidentiality and integrity of your personal information and to protect it from being accessed by unauthorized third parties and individuals. These measures include but are not limited to hardware and software firewalls, military-grade encryption and cloud storage facilities where permitted by applicable laws. All personnel are fully-trained to observe security protocols governing the safe storage and handling of personal information.
Other Information That We Collect
Everitt Lawson Group also collects non-personally identifiable information (non-PII) from visitors to our Site. Non-PII data usually refers to data collected by internet browsers and servers using “cookies” – tiny files stored on the device(s) you use to access our Site. These cookies help to enhance your experience when using the Site and they note the type of device, the type of internet browser, the language preference of said internet browser, details of any plugins, time zone, screen size and the IP address from which your device accesses the Site. Usually, non-PII data is gathered by businesses to track and to better understand the digital behavior of visitors to their website. This improved understanding can enable those businesses to further enhance the visitor’s online experience. It is not possible to use non-PII data to distinguish or trace your individual identifying information such as your name, address, date and place of birth or biometrics etc. Consequently, this data does not need to be encrypted prior to being transmitted since there is no scope for misuse that could do harm to an individual.
We offer a comprehensive suite of services to our esteemed clientele, each one flexible enough to be tailored to their exacting requirements.
There are two key ways in which we are able to represent our clients in the financial markets. Irrespective of which you choose, you can rest assured that Everitt Lawson Group will do its utmost to ensure that you receive the highest level of service and the best possible guidance.
Everitt Lawson Group has a broad spectrum of clients; from ABC1 individuals and institutions to ultra-high net worth individuals and their families (UNHWs). For many of these UHNWs, management of wealth and the effective administration of investment portfolios is the equivalent of a full-time job. Our family office can lighten the load.