Information is only shared with your consent except for the specific purposes below, in accordance with all applicable laws. Please read this policy carefully. It gives you important information about how we handle your personal information. The Website reserves the right to change this policy at any time.
USE OF INFORMATION
We limit the collection and use of non‐public personal information to the minimum we believe is necessary to deliver superior service to you. Services can include advising you about our investments, services and other opportunities, maintaining your account with us, providing you with your tax documents so that you can properly file your returns, processing distribution and contribution transactions and administering our business.
We do not disclose any kind of non‐public personal information about our Clients to anyone, except when we believe it necessary for the conduct of our business, or where disclosure is required by law. Except in those specific, limited situations, without your consent, we will not make any disclosures of non‐public personal information to other companies who may want to sell their products or services to you.
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect.
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.