Pearl Law Firm - Investor Attorneys

Client Privacy is our responsibility and commitment to you, the client
We value our relationship with each of our clients and believe it to be a solemn undertaking when our clients invest us with privileged information needed to protect their legal rights. We are therefore dedicated to providing exceptional service to our clients and to preserving the confidentiality of nonpublic information about them. In addition, under federal and state law, we are prohibited from disclosing any confidential information which our clients may reveal to us in the course of our relationship as attorneys and client, except in a few limited instances.

This privacy notice will help you understand what type of information we collect, how it is used and what measures we take to protect that information. We have in the past and always will protect your right to privacy.

What information we collect and how we collect it

We collect nonpublic information about our clients that may include the following: address, telephone number, social security number, income, employment history and other personal and business information relevant to the legal representation, including tax information and information necessary to prepare an estate plan. This information is obtained primarily from the client directly, through conversation or otherwise, although occasionally it may be obtained from investment advisors, accountants, witnesses or other counsel.

Disclosure

We do not disclose any nonpublic information about our clients or former clients to anyone, except as permitted or required by law, or as authorized or requested by the client. Such permitted disclosures include providing information in limited situations to unrelated third parties (such as accountants, appraisers or expert witnesses or consultants) who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

We do not share, trade, sell, exchange or in any other way disclose nonpublic personal information except as stated above.

How the information is protected

We restrict access to nonpublic information about our clients to those employees who need to know that information with respect to all matters involving the clients’ representation. All employees are required to maintain the confidentiality of nonpublic information about our clients and to follow policies we have established to secure such confidentiality.

Some of our clients have requested that information in our files be destroyed upon the conclusion of the legal representation and/or that certain information or materials be returned to them upon conclusion of the legal representation. In all instances, we comply with these directives.

About this privacy notice

The examples contained in this privacy notice are provided as illustrations and are not a comprehensive account of the rights of any party under applicable federal and state laws. The policies and protections set forth in this privacy notice will remain effective even after the attorney-client relationship is no longer in effect, to the extent we retain nonpublic information about our clients.

As set forth in our Statement of Client’s Rights, our clients have the right to privacy in their dealings with their lawyer and to have their secrets and confidences preserved to the extent permitted by law.

Please feel free to contact us for any additional information about our privacy policies.