In the course of regular business practices, Amuni Financial, Inc. (Amuni) will collect information in order to better serve our customers and to comply with regulatory requirements. This information may include name, address, social security number, assets, income, investment history etc… Customers can be assured that Amuni has established the following rules as it pertains to this information:
- Access to customer information is for business purposes only.
- Access will be limited to those employees who are needed to assist your broker in
providing products and services to you.
- Amuni employees granted access are required to protect it and hold it confidential.