Our Policies on Confidentiality of Client Information
All information provided to us from our clients and their authorized representatives, including hard copies as well as computer media, is held in the strictest confidence. We routinely sign non-disclosure agreements for our clients upon request. We do not outsource any of our activities. All information is held either on our premises or at a secure document storage facility.
We do, however, remind our clients that if we are engaged and the valuation is done for legal and/or regulatory purposes, some or all of the information utilized in the valuation report is required to be retained in our work papers as part of our records and may potentially be subpoenaed if required by law. Again, client information is always held in the strictest possible confidence.