Collection Of Personal Information. We collect personal information so that we can administer our client relationships and provide services. Other Disclosures Executive Plan Design may communicate personal information to:
Fund managers and insurers, but only those that you actually invest or insure with;
Executive Plan Design may also disclose personal information to other financial institutions and organizations at their request if you seek credit from them. Executive Plan Design may be obliged to disclose information by law, e.g. under Court Orders or Statutory Notices pursuant to taxation or social security laws.