Our Client Service Mission: At Q CONSULTING we believe that our client is top priority. We wish to engage in a friendly, yet professional relationship whereby you feel we are providing a beneficial and convenient service. We strive to conduct all aspects of our service with integrity, honesty and consistency.
Responsiveness: When you have questions or queries requiring an answer, we will provide a response within four working hours. We will attempt to be proactive, approachable, and responsive to the needs of our clients. If you feel we have failed to live up to these, or any other expectations, we promise to pass your comments to our CEO so prompt corrective action will be taken.
Privacy and Confidentiality: Please refer to our privacy notice below.
Transparency of Services: We will attempt to provide fair and accurate disclosure relating to all our services. If there is anything you see that we could do better, inform us.
We take every comment seriously and strive to provide the finest service you deserve.
The Q Consulting Group, LLC (referred to as “Q Consulting”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, Q Consulting attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
It is the policy of Q Consulting to restrict access to all current and former clients’ information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services in furtherance of the client’s engagement of Q Consulting. In that regard, Q Consulting may disclose the client’s information: (1) to individuals and/or entities not affiliated with Q Consulting, including, but not limited to the client’s other professional advisors and/or certain service providers that may be recommended or engaged by Q Consulting in furtherance of the client’s engagement of Q Consulting (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, record keeper, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The
disclosure of information contained in any document completed by the client for processing and/or transmittal by Q Consulting to facilitate the commencement/continuation/termination of a business relationship between the client and/or between Q Consulting and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, record keeper, insurance company, etc.), including, but not limited to, information contained in any document completed and/or executed by the client in furtherance of the client’s engagement of Q Consulting (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.
Should you have any questions regarding the above, please contact Edward C. Bertelsen, Privacy Officer.