It is Lynch Investments policy to limit access to client information regardless if it provided by the client or as an outcome of our investment activities. Employees will not diverge client names, addresses, telephone numbers, e-mail addresses, income, net worth, amounts and types of investments owned, account balances, account numbers, banking and brokerage relationships and tax information. The privacy Policy of the brokerage firm holding clients account balances will provided to each client. In addition, the bank or organization providing custody services for client’s securities will make available, to our clients, a copy of their privacy policy.

The exceptions are:
If regulatory authorities, judges or the Internal Revenue Service require information Lynch Investments will comply.

2. If the client, in writing, request that Lynch provide specific information to individuals such as his attorney and/or accountant.

Not all Lynch Investments employees will have access to client information. Those that are allowed access must sign a copy of this policy and a statement that explains the disciplinary action should they violate the policy.

This privacy policy applies to all former and current client’s information.