This notice is provided to explain our management privacy policy and practices to safeguard every current and former client’s and a relevant prospective client’s information.

Hamilton & Associates does not share non public personal information about our clients and prospective clients with any third party that is not directly involved in providing financial saving, investment and associated advisory services, except as permitted by law or at a client’s request.

We will maintain your personal information and assessment data for validation and research purposes. We collect information about our clients for specific purposes, and retain it as required by law. We use the information to administer business and to help us improve our service to clients.

All information about our clients is considered private, confidential and privileged. We take all the precautions that we can as standard practice. In the event you cease to be a client of this Organisation, any information provided to us is maintained for a period of six years in compliance with regulatory requirements.

The accuracy of a client’s personal information is important to our firm. If you are a client and wish to update your personal information, please contact us. 

Cookies may be sent to your computer, that is strings of information sent out by a website and saved in your computer. We may use cookies and web bugs to automatically collect data about website usage when you visit this website, “click-stream” data regarding the portions of the site when you visit and the information or other services you obtain or input. This is for the purposes of administrating this site, compiling demographic information and monitoring usage and performance of the site.

If you register to receive information we will ask you to provide us with certain information about yourself. We use such information about you to verify identity and eligibility to receive certain products and services, to provide information to you about products and services that we believe may be of interest to you and to respond to your requests for information. We may collect information from other areas while establishing and maintaining a client relationship with us, and your transactions with us.

This firm’s privacy policy may be updated at any time.