We recognize the importance of protecting our clients’ privacy. We respect your privacy just as much as we value ours. We therefore have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
- Information you provide to Live Chat with Dejan or to the Meeting Scheduler (name, email, and phone number).
- Documents you upload voluntarily. The upload tool is secure and encrypted.
How We Use Your Information That We Collect While You Are Using Our App
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
We will not use your information for marketing purposes, nor will we ever contact you to promote products or services outside the scope of the Statement of Investment Policy, or on behalf of third parties.
If at any time we need to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advanced notice of the proposed change and the right to opt out of such disclosure.
Accuracy of Information
We make every effort to keep your personal information safe, accurate, and up to date. If you identify an inaccuracy or simply have a concern about your personal information, please write to us at [email protected] or call 219-225-1924.