In servicing your needs and maintaining your trust, Murphy Capital Advisors and its employees endeavor to maintain and protect the privacy of your personal information.
In servicing accounts, Murphy Capital Advisors does collect personal information from the following sources:
Information received from you on customer account agreements, investment questionnaire, related documents, or other forms;
Information about your transactions at your custodian and broker.
Murphy Capital Advisors may share your personal information with third parties only in the following limited circumstances, which are permitted by law:
To entities such as your custodian(s) and brokerage(s) companies that assist Murphy Capital Advisors in processing or servicing your account or transactions;
To regulators, law enforcement personnel, and other persons or entities where Murphy Capital Advisors believes in good faith that disclosure is required or permitted by law, such as in a regulatory audit or examination or in response to a subpoena or legal process.
Confidentiality and Security Protections
Notice of Privacy Practices
Maintaining Accurate and up-to-date Information
If you identify any inaccuracy in your personal information, please contact a Principal at Murphy Capital Advisors so that your records can be updated.