Pertaining to meetings for financial planning and advisory services, the information shared (whether oral or written) will be treated confidentially, whether furnished before or after the date of this agreement and regardless of the way it is furnished. This will include any online meetings which maybe recorded. The recordings, if any, will be used only for my future reference.
Documents collected from the client:
Documents collected from the client will be shared only with the respective investment/insurance company with which the client will be investing or applying for insurance. These documents will not be shared with any third party.