We consider privacy as fundamental to the relationship with our clients. Accordingly, we have developed policies and procedures to protect the confidentiality, integrity and security of client information and to help achieve compliance with relevant rules and regulations. We hold our employees accountable for complying with those policies, procedures, rules and regulations.
We endeavor to collect, use and maintain client information only for appropriate purposes. Nonpublic personal information that we collect may include name, address, tax identification number, telephone number, account number, and other relevant account information. We maintain physical, electronic and procedural safeguards that restrict unauthorized access to nonpublic personal information.
We do not share nonpublic personal information with anyone, except with our affiliates and with other service providers to transact business on behalf of our clients, or as we deem necessary or appropriate for the benefit of our clients, but only where sharing conforms to applicable law or regulation, any applicable confidentiality agreements, our policies and procedures, or where a client has consented to such sharing. In the normal course of serving clients, information we collect may be shared with companies that perform various services such as accountants, auditors, attorneys, custodians or transfer agents. Any party that accepts or receives nonpublic personal information from us is obligated contractually or by law or regulation to keep this information confidential and to use the information only for those purposes that we specify or as required. We may also disclose nonpublic personal information to regulatory authorities and government agencies when permitted or required by law.
For questions about our privacy policy or for additional copies of this notice, please contact Cleary Gull Inc., 100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202.