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Privacy Policy
 


Your Privacy Is Important to Us
The Killen Group is committed to maintaining the confidentiality, integrity, and security of your personal information. When you provide personal information to us, we believe that you should be aware of our policies to protect the confidentiality of that information.

We collect non-public personal information about you from the following sources: information we receive from you on applications or other forms (examples include: name, address, Social Security number, birth date, beneficiaries, assets and income); information about your transactions with us, our affiliates, or others (examples include trading history and account balances).

It is our policy not to disclose any non-public personal information about our customers or former customers to anyone except as permitted by law. The law permits us to share certain kinds of information with our affiliates, including identifying information, information about your transactions with us and information we receive from you on applications and other forms. We may also be required to share the information that we collect with government agencies and law enforcement officials, such as for tax reporting or under court order.

In addition to disclosing all the information that we collect, as described above, to any affiliates that we may have at that time, we may share such information with the following types of third parties in order to effect securities transactions and other services on your behalf: financial service providers, such as securities broker-dealers, securities custodians and transfer agents; other individuals or entities identified by you as your agent, such as accountants or attorneys.

The Killen Group restricts access to non-public personal information about you to those employees with a legitimate business need for the information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

Be assured that The Killen Group respects the privacy of the information we maintain about you. We do not share that information with anyone not involved in assisting to complete the securities transactions we perform on your behalf or in the reporting thereof. We do not sell client information. As required by Federal law, we will notify you of our Privacy Policy annually. Although we reserve the right to modify this policy in the future, we will notify you promptly of any changes that are made.

 
Copyright © 2007 The Killen Group, Inc.