Confidentiality Policy

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At Metzger Financial Consulting, we are committed to maintaining the highest level of confidentiality and protecting the privacy of our clients' information. This policy outlines the principles and practices we follow to ensure the security of all sensitive and proprietary information entrusted to us.

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1. PurposeThis Confidentiality Policy is designed to safeguard client information, protect sensitive business data, and ensure compliance with applicable laws and regulations.

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2. Scope

This policy applies to all employees, contractors, and representatives of Metzger Financial Consulting who have access to confidential information.

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3. Definition of Confidential Information

Confidential information includes, but is not limited to:

•Financial records and statements.

•Business strategies and plans.

•Personal identification details (e.g., names, addresses, phone numbers, etc.).

•Proprietary client information.

•Any other non-public data disclosed to Metzger Financial Consulting during the course of our business relationship.

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4. Responsibilities

All staff and associates of Metzger Financial Consulting are required to:

•Respect and safeguard all confidential information.

•Access client information solely for business purposes.

•Refrain from sharing, disclosing, or discussing confidential information with unauthorized parties.

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5. Data Protection

Metzger Financial Consulting has implemented robust data protection measures, including but not limited to:

•Secure storage of physical and digital records.

•Restricted access to client information.

•Use of encryption and secure communication channels.

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6. Disclosure of Information

We will not disclose confidential information without explicit client consent, except as required by law or as necessary to protect the legal or financial interests of Metzger Financial Consulting.

 

7. Breach of Confidentiality

Any violation of this policy may result in disciplinary action, termination of employment, or legal consequences.

 

8. Acknowledgment

All employees, contractors, and representatives must sign a Confidentiality Agreement acknowledging their understanding of and commitment to this policy.