Privacy Policy

Margot Note Consulting LLC is committed to safeguarding the confidential information of our clients. We hold all of our clients’ personal information provided to us in the strictest confidence. At no time in the past have we ever disclosed information to third parties, except as specifically authorized by our clients, or as required by law, and we do not anticipate doing so in the future. 

Our policy with respect to personal information about our clients is as follows:

  • We limit employee and agent access to information only to those who have a business or professional reason to know, and only to non-affiliated parties as required by law.

  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

  • We do not provide client information to mailing list vendors or solicitors for any reason whatsoever.

  • Personally identifiable information will be maintained during the time a client is a client of the company and for the appropriate time thereafter that such records are required to be maintained by the law. After this required period of record retention, all such information will be destroyed in a manner consistent with providing confidentially to our clients.