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Confidential Nature of Initial Consultation

CMA Bank Advisors understands that an initial consultation may involve discussion of, or access to, information or records that are considered confidential.

CMA Bank Advisors acknowledges responsibility to respect the confidential nature of corporate, management, legal and/or regulatory records; to follow all appropriate procedures in order to protect your privacy; and to act in a confidential manner regarding all communications whether in person, over the phone or via email.

CMA Bank Advisors understands that confidentiality is necessary in order to protect your privacy and to maintain our high professional standards and ethics.