Please see attached Privacy Policy
CHENG WEALTH MANAGEMENT
Privacy Policy
January 01, 2025
- We do not and will not sell your information to anyone.
- We do not and will not disclose your personal information to third parties, with the following exceptions:
a. Custodian of your assets (e.g. Scottrade) for opening and maintaining your accounts.
b. Third parties to whom you request we release information (e.g. your CPA or attorney).
c. Regulatory authorities to fulfill our regulatory obligations. - Information we collect will be kept electronically on our secure server with a backup copy to ensure business continuity.
- We protect the confidentiality and security of your personal information. Access is restricted to employees for business purposes only. All employees are trained and required to safeguard this information.
- We continue to evaluate our efforts to protect personal information and we will provide notice to you of any changes to these policies.