MICON Financial Services understands the importance of handling
customer information in a professional and confidential manner.
Privacy is an important element of our customer's confidence in
us, and we appreciate and understand that our customers expect us
to collect and retain personal financial information responsibly.
Maintaining Customer Information
We strive to maintain information about our customers that
is accurate, complete and current. We have established procedures
to respond to customer requests to correct any inaccurate or incomplete
information in a timely and responsible manner.
Collecting Customer Information
We collect and maintain nonpublic personal information
in order to:
1. Serve you and process your requests efficiently and accurately.
2. Inform you of financial services and choices that will meet your
needs now and in the future
This information may be collected from a variety of sources,
1. Information from our data gathering questionnaire
2. Information we receive from you on applications, such as your
name, address, phone number, and personal and financial information.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any
nonpublic personal information obtained in the course of our practice
without your permission. If you choose to work with other professionals
we may refer to you, with your permission only, we will share your
information with those individuals, to assist them in providing
the appropriate services to you. In all such situations, we stress
the confidential nature of information being shared.
Browsing our Website (www.miconfs.com)
You may browse our web site anonymously; which means you
do not have to register on the site. The website does not ask you
for personal information; nor does it permit you to complete any
transaction. If you wish to contact us you may do so by phone, fax,
Our web site (miconfs.com) contains links to other sites on the
internet. These links are provided for your convenience, but are
not under our control. Therefore, MICON Financial Services is not
responsible for the contents or security of these links.
Messages that you send to us by E-mail may not be secure.
We recommend that your email only request that we contact you, as
you are seeking additional information about (and state the subject
matter), and inform us how you wish to be contacted, and a convenient
time to contact you. We recommend that you NOT send any confidential
information to us by E-mail. If you choose to do so, you accept
the risk that a third party may intercept this information. It is
the mission of MICON Financial Service to provide a reliable source
of direction to our clients, to help them improve the quality of
their lives. This is achieved by recommending quality solutions
which meet our client’s individual goals and objectives; in
a professional, honorable, and confidential manner.