I. Privacy Notice
I. Privacy Notice
Colbert Investment Management Co. recognizes and respects the privacy concerns of its clients. We provide this notice to you so that you will be aware of the kinds of information we collect and the circumstances under which that information may be disclosed to third parties. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We collect nonpublic personal information about you (such as your name, address, account balance, redemption or withdrawal history, assets and income) from the following sources:
- Information received from you on account applications, agreements, questionnaires or other forms;
- Information about your transactions with us or others;
- Information received from you in written, telephonic or electroniccommunications with us or others; and
- Information received from a consumer reporting agency.
In order to service your account and effect your transactions, we may provide your personal information to financial service providers that assist us in servicing your account and have a need for such information, such as a broker or administrator.
We may also disclose such information to service providers and financial institutions with whom we have joint marketing arrangements. We require third party service providers and financial institutions with which we have joint marketing arrangements to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. We do not otherwise provide information about you to outside firms, organizations or individuals except to our attorneys, accountants and auditors and as permitted by law.
We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.
This form’s sole purpose is to gather responses from LinkedIn users who are requesting further information and/or a portfolio review from Colbert Investment Management.
Your first name, last name, company name, phone number and email address will only be used for the purposes for which you have submitted it to us to (a) provide information to you, (b) make contact with you to set up a portfolio review.
Contacting Colbert Investment Management