Privacy Policy

Maintaining the confidentiality of the personal information of our current and prospective customers is one of our highest priorities. This notice sets forth the type of personal information we collect, how that information is used by us and shared with others, and how we protect your personal information.

How And Why We Collect Personal Information

Personal information may be collected from you in order to offer or provide you with products or services, and comply with legal and regulatory requirements. Information may be collected from any of the following sources:

  • From You: We collect information from you when you request information or services from us or enter into an agreement with us. We may also collect information from questionnaires, W-9’s and other applications or forms that you complete when requesting information or services from us. This information may include items such as your name, address, e-mail address, taxpayer identification number, investment goals and investment risk tolerance. If you indicate you have a spouse or partner, his/her personal and financial account information may also be requested.
  • From our Web Site: If you visit a website that we create, we may use a so-called cookie to track the amount of time you spend on our site, the parts of our site you visited and other technical information. We may use this information to improve the functionality of our web site.

Use of Personal Information

Your personal information is collected and maintained by us so that we may develop, offer and deliver services to you, and fulfill our legal and regulatory requirements.

Disclosure of Personal Information

We do not, and do not intend, to sell or distribute personal information about current or former customers to nonaffiliated third parties except as set forth below. If in the future this policy changes you will be notified and provided with an opportunity to opt out of such disclosure. We may share your personal information as follows:

  • We will reveal or share your personal information where the law requires it, such as for tax reporting purposes or pursuant to a court order.
  • We may reveal or share your personal information with our affiliates. BCP is a wholly owned subsidiary of Herbert J. Sims & Co. Capital Management, Inc. (Sims) and personal information about our customers is available to Sims for intra-company compliance purposes.
  • Your personal information may also be provided to attorneys, accountants or auditors in order to enable us to provide requested services to you and to comply with legal and regulatory requirements.

Massachusetts Data Security Regulations

Massachusetts regulation 201 CMR 17 requires companies including BPC to take significant additional steps to protect the confidential information of its clients, principals and employees. BPC has implemented a program (the Massachusetts Data Security Program) to comply with the state requirements. The Program includes, among other procedures and practices, our use of a firewall, and anti-virus and malware protection on all desktops and servers, the secure storage of paper copies of personal and confidential data; the use of password-protected or encrypted email when required to transmit confidential data to authorized persons; and confirmation of program compliance from vendors and service providers.

Protection of Your Personal Information

Our principals and employees may, from time to time, have access to your personal information in order to provide services to you. We restrict access to nonpublic personal financial information to those individuals who need to know that information in order to provide you with products and services. All principals and employees are subject to the terms of our Company’s policies requiring that all information obtained from or about you or your account be treated confidentially. We also maintain physical, electronic and procedural safeguards designed to protect nonpublic personal financial information in accordance with Massachusetts Data Security Regulations.

If you should have any questions regarding our Privacy Policy, please do not hesitate to contact us.

HJ Sims Locations

2150 Post Road, Suite 301
Fairfield, Connecticut 06824
Phone: (800) 457-1935
Fax: (203) 256-2377

2700 N. Military Trail, Suite 400
Boca Raton, FL 33431
Phone: (888) 457-1935
Fax: (561) 368-9401

100 Wood Avenue South
Iselin, New Jersey 08830-2716
Phone: (800) 300-9040
Fax: (732) 590-0522

8500 Normandale Lake Blvd, Suite 540
Bloomington, MN 55437
Phone: (888) 803-3430
Fax: (952) 683-7543

1 Calle 1 PH 400 A
Metro Office Park
Guaynabo, PR 00968-1712
Phone: (877) 418-5395
Fax: (939) 399-0160

11325 North Community House Road
Suite 170
Charlotte, NC 28277

Orlando, Florida
Phone: (407) 363-4493
Fax: (407) 363-2036

Austin, Texas
Phone: (512) 519-5000
Fax: (512) 519-5015

Rockville, Maryland
Phone: (301) 424-9135
Fax: (203) 418-9083

Philadelphia, Pennsylvania
Phone: (267) 360-6087

Sims Mortgage Funding
Montvale, New Jersey
Phone: (201) 307-9383
Fax: (201) 307-9380