NOTICE OF PRIVACY POLICY

At MW Miller Financial, Inc., protecting your privacy is very important to us.  We want you to understand what information we collect, how we use it, and what steps we take to safeguard that information.  We collect and use “non-public personal information” in order to provide our customers with a broad range of financial products and services as effectively and conveniently as possible.  We treat non-public personal information in accordance with our Privacy Policy.

What Information MW Miller Financial, Inc Collects and From Whom We Collect It

We may collect non-public personal information about you from the following sources:

• Information we receive from you on applications or other forms;
• Information about your transactions with us, our affiliates, or others; and
• Information we receive from non-affiliated third parties, including consumer-reporting agencies.

“Non-public personal information” is non-public information about you that we obtain in connection with providing a financial product or service to you.

What Information MW Miller Financial, Inc. Discloses and To Whom We Disclose It

We do not disclose any non-public personal information about you to either our affiliates or non-affiliates without your express consent, except as permitted by law.  We may disclose the non-public personal information we collect, as described above, to persons or companies that perform services on our behalf and to other financial institutions with which we have marketing agreements.

We will not disclose information regarding you or your account with us except under the following circumstances:

• To establish or maintain an account with an unaffiliated third party, such as a clearing broker providing services to you; and/or
• To government entities or other third parties in response to subpoenas or other legal process as required by law.

MW Miller Financial, Inc. Security Procedures

We restrict access to your non-public personal information and only allow disclosures to persons and companies as permitted by law to assist in providing products or services to you.  We maintain physical, electronic, and procedural safeguards to protect you non-public personal information.

Closed or Inactive Accounts

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Changes to This Privacy Policy

If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.