We collect nonpublic personal information about you from:

·        Information we receive from you, including financial, investment and tax-related information; 

·        Information we receive from you about business holdings, real estate and other entities or enterprises in which you may hold an interest;

·        Information from other sources, such as your other advisors and financial institutions where you have accounts; and

·        Information relating to your transactions with us, our affiliates and others.

This information may include personal information such as your address, social security number and bank and other financial account numbers.

 How we handle your personal information

 Mui & Chiao does not disclose any nonpublic personal information about you, as our client or as a former client, to anyone without your permission, except as permitted or required by law. 

 Safeguarding your personal information

 We restrict access to nonpublic personal information about you to those persons who need to know that information in order for Mui & Chiao to provide high-quality services to you, including employees within our organization and third parties with which we contract to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared. 

 We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

 Keeping you informed

 As required by federal law, we will notify our clients of our privacy policy annually.  We reserve the right to modify this privacy policy at any time, but we will provide you a revised notice incorporating any material changes before we implement such changes.

 You may receive more than one of these notices from Mui & Chiao depending on the services we provide for you.  If you have any questions about this notice or Mui & Chiao’s information practices, please contact us.

 We value your trust in our firm