BaldwinClarke - Independent Investment Advisors

Privacy Rights

Privacy Rights Request Form and Request to not sell or share personal information

Depending on the Personal Information that BaldwinClarke (B&C) has about you and depending on the manner in which we process your Personal Information, you may have the following privacy rights related to our processing of your Personal Information.

Be informed about how your Personal Information is being processed, the categories of Personal Information being processed, and the categories of sources from which your Personal Information has been collected.
Be informed about whether and how your Personal Information being processed is being sold, shared, traded, disclosed, exchanged or brokered with unaffiliated third parties, and which categories of your Personal Information are being sold, shared, traded, exchanged or brokered with unaffiliated third parties.
Access or receive a copy of your Personal Information.
Rectify or correct inaccurate or incomplete Personal Information about you.
Erasure or deletion of certain of your Personal Information.
Limit, object and opt-out of processing of your Sensitive Personal Information.
Opt-out of the sale, sharing, trading, exchange, and brokering of your Personal Information with unaffiliated third parties.
Withdrawal of your consent to processing of your Personal Information to the extent such processing is based on your consent, provided that such withdrawal will not affect the lawfulness of B&C’s use of your Personal Information before such withdrawal.
Portability of your Personal Information in a commonly used format.
Non-discrimination for exercising your privacy rights.

To make a request concerning these rights, please provide complete and accurate information in each of the following text boxes. Once you have done so, please click the “Submit” button at the bottom of the form.

Privacy Rights Request Form

NH SB 255

Privacy Rights Request Form

Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email(Required)

Enter Email Confirm Email

Phone

Are You Opting-Out of the Sale or Sharing of Your Personal Information?(Required)

Please Describe Each Privacy Rights Request (Listed Above) You Are Making

48791

We will confirm receipt of all completed Privacy Rights Request Forms within 15 days of receipt. We will substantively respond to all such requests within 45 days, subject to any lawful extension of that period. Please note that there may be a delay in processing a request while we verify that the request is valid and originates from you as opposed to an unauthorized person.

Please be aware there may be valid reasons to refuse a request, including legal and regulatory requirements that we retain and process certain information. Also, please be aware that certain requests may limit or prevent us from providing Services to you. In those situations, we will notify you in writing within 45 days. You may also contact our Data Privacy Officer for help with those situations.

B&C will not discriminate against you if you exercise any of the foregoing rights or any other rights under Privacy Laws, including, by not denying Services to you, not providing a different level or quality of Services to you, and not suggesting that you will receive a different level or quality of Services. However, certain requests may limit or prevent us from providing the Services to you.

Capitalized terms that are not defined here are defined in our Privacy Policy.

Data Privacy Officer

For questions or concerns, please contact our Data Privacy Officer as follows:

Name: Peter Clarke
Phone: 603-668-4353
Email: peterclarke@baldwinclarke.com
Address: One Bedford Farms Drive – Suite 102, Bedford, NH 03110

Last updated: December 13, 2024