Privacy Policy
August 2013
Protecting your privacy is a core value of our business. You trust us with your financial and other personal information; we in turn are committed to respecting your privacy and safeguarding that information. By adhering to the practices described in this policy we affirm our continuing commitment to protecting your privacy. This Privacy Policy applies to P-Square Capital Management and is as of the date listed above. This Privacy Policy supercedes all previous notices or statements with respect to P-Squared's information practices.
Collection and Use of Customer Information
We collect only relevant information about you and our other customers that the law allows or requires us to have in order to conduct our business and properly service your account. We collect financial and other personal information about you from the following sources:
Keeping Information Secure
We maintain physical, electronic and procedural safeguards to protect your financial and other non-public personal information, and as we deem appropriate, we will assess new technology with the aim of adding additional safeguards to those we currently have in place, or upgrading existing safeguards and procedures, as appropriate.
Limiting Employee Access to Information
We limit access to non-public personal information about you to our employees, or consultants, with a business reason to know that information. We respect customer privacy and recognize the importance of confidentiality. Those who violate our privacy policy are subject to disciplinary action.
Accuracy of Information
We strive to keep our records of your information accurate and we take prompt steps to correct errors that are brought to our attention. If there are any inaccuracies in your statements, or in any other communications from us, please notify us.
Use of Personal and Financial Information by Us and Third Parties
We do not disclose any non-public personal information about our customers or former customers to anyone, except as required by law. As permitted by law, we may share non-public personal information about you with third parties in order to provide services for your account. The information we share may include:
The types of third parties to whom we may disclose non-public personal information about you include:
Maintaining Customer Privacy in Business Relationships
We do not share non-public personal information about you with anyone who does not agree to keep your information confidential. If you believe we have shared your information inappropriately, please contact us.
Protecting Information Online
If you contact us via e-mail, we preserve the content of your e-mail, including your e-mail address, and our response so that we can more efficiently handle any follow-up questions you may have and to meet legal and regulatory requirements. It is important for you to understand that regular, non-encrypted, Internet e-mail is not secure. We strongly urge you not to send confidential information, such as social security or account numbers, to us via a non-secure e-mail address. Because our e-mail back to you also would not be secure, we will not include confidential information in an e-mail response.
This is our privacy policy as of the date first written above. This privacy policy applies to individuals, and we reserve the right to change any or all of the principles, along with related provisions, at any time.
Collection and Use of Customer Information
We collect only relevant information about you and our other customers that the law allows or requires us to have in order to conduct our business and properly service your account. We collect financial and other personal information about you from the following sources:
- Information you provide on applications or other forms or through oral, written or electronic communications with us
- Information derived from your transactions with us
- Information we receive from non-affiliates, such as your bank, broker or retirement plan administrator
Keeping Information Secure
We maintain physical, electronic and procedural safeguards to protect your financial and other non-public personal information, and as we deem appropriate, we will assess new technology with the aim of adding additional safeguards to those we currently have in place, or upgrading existing safeguards and procedures, as appropriate.
Limiting Employee Access to Information
We limit access to non-public personal information about you to our employees, or consultants, with a business reason to know that information. We respect customer privacy and recognize the importance of confidentiality. Those who violate our privacy policy are subject to disciplinary action.
Accuracy of Information
We strive to keep our records of your information accurate and we take prompt steps to correct errors that are brought to our attention. If there are any inaccuracies in your statements, or in any other communications from us, please notify us.
Use of Personal and Financial Information by Us and Third Parties
We do not disclose any non-public personal information about our customers or former customers to anyone, except as required by law. As permitted by law, we may share non-public personal information about you with third parties in order to provide services for your account. The information we share may include:
- Information you provide on applications or other forms or through oral, written or electronic communications (for example, your name, address, social security number and birth date)
- Information derived from your transactions with us (for example, transaction amounts, account balances and account numbers)
- Information we receive from non-affiliates (such as your bank account or brokerage account number or account balances)
The types of third parties to whom we may disclose non-public personal information about you include:
- Financial service providers, such as transfer agents and brokers
- Non-financial companies such as the companies that provide us with technological and administrative support
Maintaining Customer Privacy in Business Relationships
We do not share non-public personal information about you with anyone who does not agree to keep your information confidential. If you believe we have shared your information inappropriately, please contact us.
Protecting Information Online
If you contact us via e-mail, we preserve the content of your e-mail, including your e-mail address, and our response so that we can more efficiently handle any follow-up questions you may have and to meet legal and regulatory requirements. It is important for you to understand that regular, non-encrypted, Internet e-mail is not secure. We strongly urge you not to send confidential information, such as social security or account numbers, to us via a non-secure e-mail address. Because our e-mail back to you also would not be secure, we will not include confidential information in an e-mail response.
This is our privacy policy as of the date first written above. This privacy policy applies to individuals, and we reserve the right to change any or all of the principles, along with related provisions, at any time.
