Client Privacy Protection Policy
Heard & Smith, LLP has adopted the following Client Privacy Protection Policy in compliance with Public Act 08-167 of the Connecticut General Statutes:
Nonpublic personal information we may collect:
We collect nonpublic personal information about clients that is provided to us by the clients or obtained by us with their authorization or consent.
We do not disclose any personal information about our clients or former clients to anyone, except as permitted by law and any applicable state ethics rules.
We do not disclose any nonpublic personal information about current or former clients obtained in the course of representation of those clients, except as expressly or impliedly authorized by those clients to enable us to effectuate the purpose of our representation or as required or permitted by law or applicable provisions of codes of professional responsibility or ethical rules governing our conduct as lawyers. Our policy specifically means that we protect the confidentiality of our clients’ Social Security numbers, prohibit unlawful disclosure of our clients’ Social Security numbers and limit access to our clients’ social security numbers in the same manner as we do all other nonpublic personal information. We safeguard the data, computer files and documents containing clients’ personal information and destroy, erase or make unreadable such data, computer files and documents prior to disposal.
Confidentiality and security:
We retain records relating to professional services that we provide so that we are better able to assist our clients with their professional needs and to comply with professional guidelines or requirements of law. In order to guard clients’ nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.