BCRE Client Confidentiality & Privacy Policy
Document ID: CL-007
Version: 1.0
Purpose
BCRE is committed to protecting client privacy and confidentiality.
Information We Collect
Personal, property, and business information reasonably necessary to provide services.
Use of Information
We use information to provide services, communicate, coordinate authorized professionals, maintain records, and improve service. BCRE does not sell client information.
Confidential Information
Financial information, strategies, negotiations, personal information, and client documents are treated as confidential except when authorized, legally required, or necessary to perform agreed services.
Third-Party Professionals
Information is shared only as necessary with authorized professionals.
Electronic Communications
Reasonable safeguards are used, but no electronic system is completely secure.
Document Retention
Records may be retained for legal, accounting, regulatory, and business purposes.
Proprietary Information
BCRE systems, procedures, templates, pricing methods, and internal processes remain BCRE intellectual property.
Policy Updates
The current published version supersedes previous versions.