Next Investments LLC collects non-public personal information about clients from applications and other forms, as well as information about your transactions and status of your account(s) with others or us. We do not disclose any non-public personal information about you to anyone except as required by law. Any exceptions, such as information provided to those who perform services for you (accountants, tax preparers, financial planners, attorneys), require your specific approval.
Access to your personal and account information is restricted to those who need to know that information in order to provide products or services to you. Your non-public information is protected by physical (restricted access, shredding of discarded documents) and electronic (password protection of sensitive files and online access to order placement or account records) safeguards.
If you decide to close your account(s) or terminate management services, we will continue to follow the privacy policies and practices described above with respect to your non-public personal information.