Salient Partners
Privacy Policy
At Salient Partners, we recognize the importance of protecting your privacy, and we have policies in place to maintain the confidentiality and security of your personal information. The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about you to those employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.
CATEGORIES OF INFORMATION SALIENT PARTNERS DISCLOSES AND PARTIES TO WHOM SALIENT PARTNERS DISCLOSES:
We do not disclose any nonpublic personal information about our customers or former customers for any reason to third parties outside Salient Partners, except as permitted by law.
CATEGORIES OF INFORMATION SALIENT PARTNERS COLLECTS:
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a consumer reporting agency.
At Salient Trust Co. we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.
This Policy applies to youThis Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.
Strict security measuresWe take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.
Limited employee accessWe have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.
Why we collect informationWe collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:
In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:
• Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
• Other limited disclosures as permitted by law, for example, required reports to government entities.
We do not share your information with third parties for marketing purposes. We do not sell your information.