Privacy and Confidentiality

In addition to being passionate about our work and thrive on providing professional services with an individual touch, we pride ourselves on impeccable privacy and confidentiality.  Compliance Individualized, LLC is committed to maintaining the privacy of your Bank and your customers’ information.

Any and all information disclosed by the Bank to Compliance Individualized, LLC relating in any way to customers of the Bank shall be deemed to be confidential information. 

Compliance Individualized, LLC shall not use Customer Information for any purpose other than as reasonably necessary to fulfill the terms of our contractual agreement and shall not disclose Customer Information to any third person without the prior consent of Bank.  

Compliance Individualized, LLC shall not make Customer Information available to any employees or agents of Compliance Individualized, LLC except those with a need to know.  

Compliance Individualized, LLC shall implement appropriate measures to ensure the security and confidentiality of all Customer Information in its possession from time to time, including protecting against any anticipated threats or hazards to the security or integrity of the Customer information and protecting against unauthorized access to or use of the Customer Information that could result in substantial harm or inconvenience to any customer of the Bank.

We use it only to fulfill our contractual agreement and services. To learn more about how we handle secure information that you may choose to share with us, please contact us. 

Confidentiality of Our Contractual Agreement

Further, Compliance Individualized, LLC and the Bank agree to keep confidential the prices, terms and conditions of any contractual agreement, without disclosure to third parties.  Compliance Individualized, LLC further agrees to keep confidential all information and data concerning the business and financial records of Client and Client’s customers.