At Select Asset Management, we appreciate the privacy concerns and expectations of our customers and consequently we have established the following policies to maintain the privacy of information you share with us.
Information We Collect
We collect and retain nonpublic personal information about you that may include:
Information we receive during financial reviews, on your applications or other forms such as your name, address, financial information; Information we receive about your stock or mutual fund transactions, such as purchases, sales, exchanges and account balances; and Information we collect through the use of Internet “cookies” when you access our website. Cookies are software files we use to track which pages you visit.
Information We May Share
We do not sell any of your nonpublic personal information to third parties. We may share the information we collect with affiliates or with non-affiliated third parties only when those third parties are acting on our behalf in servicing your account, or as required by law. These third parties may include:
Administrative service providers who, for example, process transactions for your account or prepare account valuations; Companies that provide services for us to help market our products to you; and Governmental or other legal agencies, as required by law.
When information is shared with third parties, they are legally obligated to maintain the confidentiality of the information and to limit their use of it to servicing your account, except as permitted or required by law.
Confidentiality and Security
We restrict access to your nonpublic personal information to authorized employees who need to access such information as part of their job responsibilities. We also educate our employees about the importance of confidentiality and client privacy. In addition, we maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.
As previously mentioned, we may collect information through the use of Internet “cookies” on our website. In addition, in order to provide you with access to your account via the web, it is necessary for us to collect certain nonpublic personal information such as your name, contact details and account information. Special measures such as data encryption and authentication apply to all nonpublic personal information and communications on our web site.