Privacy Policy
A legal disclaimer
This Privacy Policy explains how The Fowler Group at Morgan Stanley Private Wealth Management collects, uses, protects, and manages client information in the course of delivering financial advisory and wealth management services. We are committed to maintaining the confidentiality, integrity, and security of your personal and financial data. As a regulated financial institution, we comply with all applicable securities, privacy, and data protection laws.
What Information We Collect
In order to provide comprehensive wealth management and investment advisory services, we may collect the following types of information:
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Personal Information: Name, contact details, identification documents.
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Financial Information: Asset holdings, investment objectives, risk tolerance, and transaction history.
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Communications Data: Records of communications between you and our advisory team.
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Technical Data: Limited website usage data (if applicable), such as browsing preferences and login activity for secure client portals.
How We Use Your Information
Your information is used solely for purposes related to financial planning and advisory, including but not limited to:
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Designing customized investment strategies.
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Providing ongoing financial and estate planning services.
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Meeting regulatory and compliance obligations.
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Enhancing client experience through secure digital platforms.
Information Sharing and Disclosure
We do not sell or rent client information. Information may be shared only in the following circumstances:
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With internal Morgan Stanley teams or affiliates where necessary to deliver services.
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With third-party service providers or professional partners under strict confidentiality agreements.
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As required by applicable laws, regulations, or legal processes.
Data Protection and Security
We employ industry-leading safeguards to ensure the protection of client data, including encryption, secure networks, and restricted access protocols. Access to personal and financial information is limited to authorized personnel only.
Your Rights
You have the right to request access to the personal information we hold about you, to correct inaccuracies, and to request deletion of data where applicable under law.
Contact Us
If you have any questions or concerns regarding this Privacy Policy, please contact The Fowler Group at Morgan Stanley Private Wealth Management directly.