Confidentiality?
Trust CharlesEdwards.
CharlesEdwards the trusted name in life settlements, safeguards all personal and medical information provided to us in connection with our representation of you in a transaction or a potential transaction. We only collect personal and medical information if you elect to have us represent you and have authorized us to collect such information by way of your completion of our Policy Evaluation Form, Authorization for Release of Medical Information, and Authorization for Release of Life Insurance Policy Information. We do not use the information for any other reasons and do not sell or rent your personal information to third parties.
All information relating to our representation of you is available only to those employees directly involved on your particular case or to those outside firms contracted by us to process information that relates to your case. Information is available on a need-to-know basis.
More on Information Sharing
Your personal and medical information may be shared in any of these limited circumstances:
- We have your consent.
- We provide such information to trusted businesses or persons for the sole purpose of processing your information on our behalf. When done, this information is subject to agreements that oblige those parties to process such information only on our instructions and in compliance with this Privacy Policy and appropriate confidentiality and security measures.
- We conclude that we are required by law or have a good faith belief that access, preservation or disclosure of such information is reasonably necessary to protect the rights, property or safety of our company or the public.
- A change of ownership such as in an acquisition by or merger with another company. In such an event, we will provide you notice before personal or medical information transfers and becomes subject to a different privacy policy.
Changes to this Policy
Please note this Privacy Policy may change from time to time. We expect most such changes to be minor, but there may be changes that are more significant. We will notify our clients if any changes are significant.
