Protecting the privacy of our Clients and Investors is important to us. This notice describes the practices and policies through which we maintain the confidentiality and protect the security of your non-public personal information.
What Information We Collect
In the course of providing services to you, we may collect the following types of “non-public personal information” about you:
- Information we receive from you on documents, materials and agreements or other forms, such as your name, address and social security and/ or tax identification number, the types and amounts of investments and bank account information, and
- Information about your transactions with us and others, as well as other financial data.
“Non-public personal information” is non-public information about you that we obtain in connection with providing a service to you, such as the information described in the above examples.
What Information We Disclose
We do not disclose non-public personal information about you or any of our former Clients or Investors to anyone, except as permitted by law. In the normal course of serving Clients and Investors, information we collect may be shared with companies that perform various services, such as transfer agents, custodians and banks. These companies will use this information only for the services for which we hired them and as allowed by applicable law.
Confidentiality and Security Procedures
To protect your personal information, we permit access only by our Employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect the confidentiality, integrity and security of your non-public personal information.
We will continue to adhere to the privacy policies and practices in this notice even after you relationship with us becomes inactive. For questions about our policy, or for additional copies of this notice, please contact Tim Duffy, Northstar Capital, 2310 PwC Plaza, 45 South 7th Street, Minneapolis, MN 55402; telephone (612) 371-5719 or via e-mail at firstname.lastname@example.org