Privacy Policy

We value your privacy

Maks Financial Services collects nonpublic personal information about clients from the following sources: information on applications or other forms, such as name, address, age, and Social Security number; and information about securities transactions, such as purchase and redemption activity and account balances.

We restrict access to nonpublic personal information to service providers involved in administering and servicing client accounts. Otherwise, we do not disclose nonpublic personal information about our present or former clients to third parties, except as permitted, or required, by law.

If you have requested information from Maks Financial Services through our web site, we collect your name, address, phone number, fax number and email address. We restrict access to this information to service providers involved in administering and servicing client accounts.

We and our service providers maintain physical, electronic and procedural safeguards in accord with federal regulations to protect the non-public personal information of clients.