Information We Collect:
We collect non-public personal information about you from the following sources:
- Information we receive from you on new account agreements or investment subscription documents and related forms (for example, name, address, Social Security number, date of birth, assets, income, and investment experience).
- Information about your transactions with us (for example, account activity and balances).
- Information from tax filings, if applicable.
- Information we collect electronically when you visit our web site.
Information We Disclose:
We do not disclose any nonpublic personal information about our customers or former customers to anyone other than in connection with the administration, processing and servicing of customer accounts or to our accountants, attorneys and auditors, or otherwise as permitted by law.
Protection of Information:
We restrict access to nonpublic personal information about you to our personnel who need to know that information in order to provide products or services to you. We maintain physical, electronic and procedural controls in keeping with federal standards to safeguard your nonpublic personal information.