Client personal information is private and confidential, and we hold ourselves to the highest standards in protecting this data. We do not release information about clients, or their accounts, to anyone unless we receive the client’s prior consent, the recipient is a custodian or other service provider working with us on the client’s behalf, and/or we are required to by law.
As part of our portfolio management operations, we collect nonpublic personal financial information about our clients in various ways. However, we restrict access to this information to authorized individuals within our firm who need the information to provide our services. We also maintain physical, electronic, and procedural safeguards that protect this personal, nonpublic information.
Aside from the above special situations, ETF PM does not share client personal information outside our firm, and we do not disclose or sell this information to anyone.