PRIVACY NOTICE

PRIVACY POLICY

 Zagmout & Company CPAs Ltd. (“Zagmout & Company”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Zagmout & Company will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Zagmout & Company will provide the privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

WHY WE COLLECT YOUR INFORMATION

We gather information about you so that we can:

• Help design and implement the investment and planning related services we provide you; and,
• Comply with the Federal and State laws and regulations that govern us.

WHAT INFORMATION WE DISCLOSE

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm.

Otherwise, Zagmout & Company will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

We receive your prior written consent; or

We have documentation that the recipient is your authorized representative; or

We are required by law to disclose information to the recipient

Arrangements with companies not affiliated with Zagmout & Company will be subject to confidentiality agreements.

HOW WE PROTECT YOUR PERSONAL INFORMATION

Privacy has always been important to Zagmout & Company. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

HOW WE PROTECT YOUR PERSONAL INFORMATION

Privacy has always been important to Zagmout & Company. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

HOW TO OPT-OUT OF RECEIVING PROMOTIONAL EMAILS

Users may opt-out of receiving certain future communications for marketing purposes, both from Zagmout & Company or sent by Zagmout & Company on behalf of third parties. Users may opt-out of receiving communications based on topic/purpose or may opt out of all such promotional emails:

• by following the instructions at the bottom of the email received
• by contacting us directly at info@zagmoutcpas.com

Once you have submitted your email address to opt-out of all promotional mailings, please note that you may continue to receive emails for a time while our system updates your request. Regardless of recorded opt-out preferences, Zagmout & Company. reserves the right to send emails or other communications for administrative or transactional purposes.

WEB TRACKING NOTIFICATION

In order to develop our website in line with customer needs we work with Google Analytics to track usage on our website. Google Analytics provide us with statistics to show us which pages on our website are visited most frequently and how long visitors spend on our site. We use this information to help us plan how we should improve the site.

Google Analytics uses a first-party cookie and JavaScript code to track the number of unique users of the site. It basically tells us whether we have a small number of regular visitors to the site or a large number of infrequent visitors. None of the information can be traced to an individual – we do not know who you are as a unique user, merely that there are a certain number of people using the site. The cookie only relates to what goes on in the Zagmout & Company Co site and the information cannot be used for marketing on an individual basis.

 SOCIAL NETWORK WIDGETS

Our Website may include social network sharing widgets that may provide information to their associated social networks or third parties about your interactions with our web pages that you visit, even if you do not click on or otherwise interact with the plug-in or widget. Information is transmitted from your browser and may include an identifier assigned by the social network or third party, information about your browser type, operating system, device type, IP address, and the URL of the web page where widget appears. If you use social network tools or visit social networking sites, you should read their privacy disclosures, to learn what information they collect, use, and share.

HOW YOU CAN CONTACT US

Should you have additional questions, comments, or concerns regarding this Privacy Policy, or to opt-out of certain information dissemination as permitted under this Privacy Policy, please contact us by regular mail, email, or phone:

ZAGMOUT & COMPANY

200 E RANDOLPH ST. STE. 5100
Chicago, IL 60601
Email: info@zagmoutcpas.com
Phone: 312.239.3716

CHANGES TO OUR PRIVACY POLICY

This Privacy Policy is subject to revision and changes. We encourage you to visit this page periodically to review our current Privacy Policy.