CBIZ, INC. and its subsidiaries
The Gramm-Leach-Bliley Act deals in part with how we treat your non-public personal financial information, and requires any company that collects such information to inform clients of the company’s privacy practices. We at CBIZ, Inc. and its subsidiaries (collectively, “CBIZ”) are committed to maintaining customer confidentiality. We appreciate this opportunity to clarify our privacy practices for you.
In performing our various business services, we may obtain certain “non-public, personal financial information” about you. This “information” can include 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 a consumer reporting agency.
Our Corporate Policy is:
- We do not disclose any non-public personal information about our clients or any former clients to anyone in any way that is prohibited by federal law.
- Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated subcontractors who need to know that information to assist us in providing services to you.
- We restrict access to information to authorized individuals who need to know this information to provide services and products to you.
- We maintain physical, electronic, and procedural safeguards that protect your information.
If you want to learn more about the Gramm-Leach-Bliley Act, you can obtain
an entire copy of this federal rule and other useful information related to
the rule from the Federal Trade Commission website (www.ftc.gov/privacy/glbact/index.html)
or if you have questions or would like to request that your information not
be shared among CBIZ and its subsidiaries, please do not hesitate to contact
your CBIZ professional, call (800) 440-9184 or send an email to firstname.lastname@example.org,
including your full name, any account or client number, and the name of the
CBIZ company providing services to you. We value our relationship and strive
to earn your continued trust.
CBIZ Valuation Group Contact
Lara Gangloff Smith
CBIZ Valuation Group Brochure