Wednesday, April 1, 2020
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
4801 Woodway Drive, Suite 305W
Houston, TX 77056

Non-disclosure Minimize
SMART Group Houston provides a non-disclosure agreement (NDA) (confidentiality agreement) prior to meeting with a business owner to outline in writing our commitment to keep your business and personal information private. In order to provide the optimum guidance to your business process and transition, we will gather certain personal and financial information. We consider this information to be private and confidential.

An important part of the sale of any business is to keep the transaction confidential. Any potential buyers, brokers, or funding sources will be required to sign our non-disclosure agreement before receiving any information about your firm. You have the opportunity to screen out any potential purchasers, such as competitors or customers, at the time of the signing of the NDA.

It is our policy that we do not disclose any nonpublic information about you to anyone, except as necessary to establish and manage any accounts you may open with our firm or to pursue the business relationship you have requested or as permitted by law. We limit access to nonpublic information about you to those employees who need to know that information in order to provide products and services to you.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

This is not a CPA firm.
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