ZAKI FINANCIAL PRIVACY POLICY

We value the information you share with us. Zaki Financial LLC will not share your personal information with anyone unless required by law or at your direction.

We will not sell your personal information.

ZakiFinancial will provide the privacy statement to all clients annually. 

We want our clients to understand what information we collect, how we use it, and how we protect your personal information. 

Why We Collect Your InformationWe gather information about you so that we can:

• Help design and implement the investment and planning-related services we provide you and

• Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain. We may collect the following types of “nonpublic personal information” about you:

• Information about your identity from our initial meeting or subsequent consultations, such as your name, address, social security number, date of birth, and financial information.

• Information that we generate to service your financial needs.

• Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose

In certain circumstances, we are legally permitted to disclose nonpublic information about you to unaffiliated third parties. For example, to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Zaki Financial LLC. If the Financial Planner/Financial Adviser leaves Zaki Financial to join another firm, he or she may not be permitted to retain copies of client information to transfer client accounts to their new firm.

Otherwise, Zaki Financial LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

• We receive your prior written consent; or

• We have documentation that the recipient is your authorized representative or

• We are required by law to disclose information to the recipient

Arrangements with companies or independent contractors not affiliated with Zaki Financial LLC will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy has always been important to Zaki Financial LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing unauthorized access, disclosure, or use. Employees must acknowledge in writing their acceptance and understanding of the privacy policy.  We maintain physical, electronic, and procedural safeguards to protect confidential personal information.