Morency & Co. processes the information you provide to operate your relationship and the secure client environment: identity and account details, documents you submit, and the activity required to run and safeguard the service.
Access is scoped by role. Sensitive actions are policy-governed and recorded on an attributable audit trail. We do not sell personal data, and we do not send inquiry details to third-party analytics.
You may request access to, or deletion of, your information. Contact privacy@morencyandco.com.
This summary is provided for information and will be finalized by counsel with jurisdiction-specific terms before publication.