Penobscot Investment Management
Penobscot Investment Management
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Privacy Statement

Privacy statement

 

Privacy Statement

 
 

Penobscot Investment Management Company, Inc. recognizes and respects the privacy of each client and to that end is committed to the following:

Penobscot collects, retrieves and uses client information for the purpose of providing client service . We do not sell or exchange client information with third parties except as stated below.

Penobscot makes every effort to maintain accurate and up to date client information. If you believe any information is incorrect, please contact us by telephone at 617-227-3111 or by email at admin@pimboston.com. We will make necessary corrections immediately.

Client information is accessible only by authorized employees. Our employees are responsible for protecting and respecting the confidentiality of client information.

Penobscot maintains appropriate safeguards regarding client information. This includes the use of security procedures to prevent revealing client information to unauthorized sources. We do not share this information with third parties  with the following exceptions:

  1. If the client requests it.
  2. If the information is required by or allowed by law (for example, a subpoena or court order to produce records regarding the client's account). In such instances, information provided is limited to that required by the specific law.
  3. If the information is required by an auditor or examiner for the purpose of completing an audit or regulatory examination of Penobscot.
  4. To make available products or services offered by a third party who is under contract to provide these services. These companies or vendors must agree to respect the privacy of any client information provided.

Please contact us if you would like further information.