 |
| Pacific Asset
Management Group is committed to safeguarding your non-public
personal information ("information"). Our privacy
policy covers consumers who are former, current or future
clients. |
| We obtain
information in the regular course of business to manage your
account(s) and serve you better. |
| We collect
information that you provide when you engage us to manage
your account(s). The information may include name, address,
phone number, email address, Social Security number, and information
about your investments and investment experience. |
| Once you have
an account(s) with us, we collect and maintain information
about your transactions and may include your name or other
data in an internal client list. |
| We use your information
to fulfill our regulatory obligations and to provide the best
service to you. |
| * To understand
your financial needs and provide financial services that meet
them, we may share information with our affiliates, all of
whom are subject to the same privacy policy. |
| We do not disclose
information to third parties, unless one of the following
limited exceptions applies. |
| * We disclose
information to companies that help us process or service your
transactions or account(s). |
| * We may disclose
information in limited circumstances where that disclosure
is required or permitted under law, for example, to cooperate
with regulators or law enforcement authorities, or to resolve
consumer disputes. |
| We do not sell
your information to anyone. |
| We protect the
confidentiality and security of your information. |
| * We restrict
access to information to our employees and agents for business
purposes only. All employees are trained and required to safeguard
your information. |
| * We maintain
physical, electronic, and procedural safeguards to protect
your information. |
| We make every
effort to keep your information accurate and up to date. |
| * If you identify
inaccuracies in your information, or need to change the information,
please contact us so that we may promptly update our records. |
| We
will provide notice of changes in our information-sharing
practices. |
| * If, in the
future, it is necessary to disclose information in a way that
is not consistent with this policy, you will receive advance
notice of the change so that you may opt out of the disclosure. |
| Please contact
us. if you have any questions. |
| |
