Worth Winning, LLC is committed to client confidentiality and the protection of your privacy. The following
handle and maintain confidential personal information as we fulfill our obligations to protect your privacy.
“Personal information” refers to the nonpublic financial information obtained by Worth Winning, LLC in
connection with carrying out our services.
Information We Collect
Worth Winning, LLC collects personal information as part of our relationship to you, to provide client
services and fulfill legal and regulatory requirements. The type of information Worth Winning, LLC collects
• Information Worth Winning, LLC receives from you on forms (such as name, address, Social Security
number, profile documents, assets and income);
• Information you provide Worth Winning, LLC directly about your personal finances or personal
circumstances or which Worth Winning, LLC may receive from brokerage statements or other
information you authorize Worth Winning, LLC to receive.
Information Disclosed In Administering Products and Services
Worth Winning, LLC will not disclose personal information about current or former clients to non-affiliated
third parties except as permitted or required by law. Worth Winning, LLC does not sell any personal
information about you to any third party. Worth Winning, LLC will not disclose personal information without
your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Worth Winning, LLC has procedures in place that limit access to personal information to those employees
who need to know such information in order to perform business services. In addition, Worth Winning,
LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal
Worth Winning, LLC will update its policy and procedures when necessary to ensure that your privacy is
maintained and that Worth Winning, LLC conducts business in a way that fulfills our commitment to you. If
available to clients through our Web site and/or other communications.