Privacy Policy / Disclaimer

My Wealth Basket is committed to protecting the privacy and confidentiality of personal information in our possession and control. This Privacy Policy explains the measures we take to fulfill these commitments and describes the manner in which My Wealth Basket collects, uses, discloses and otherwise treats personal information through our website available at mywealthbasket.com, including all subpages and successor pages (collectively referred to as the “Website”) as well as through other interactions with our clients and prospective clients. This Privacy Policy may be updated periodically to reflect changes to our personal information practices.

 

We strongly encourage you to refer to this Privacy Policy often for the latest information about our personal information practices. We ask our clients for no more personal information than necessary. My Wealth Basket needs to collect personal information from our clients and prospective clients in order to provide services to you and fulfill our legal obligations. Understanding a client’s needs and wants, financial position and family issues enables us to ensure that all investment recommendations are suitable. This is both a regulatory requirement and good business. My Wealth Basket is committed to protecting our clients’ privacy and the confidentiality of their personal information in our possession. This memorandum explains the measures we take to fulfill these commitments.