Salient Partners, L.P. and its affiliates has established policies and practices that respect the financial privacy of all individuals who use our services. 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 our collection, use, retention and security of your nonpublic financial information. Nonpublic personal financial information is defined as personally identifiable financial information that is not publicly available.
This Policy applies to our relationships with current and former clients who inquire about or obtain products or services from us for personal, family and household purposes.
We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We also maintain physical, electronic and procedural safeguards to guard client information.
We 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.
We collect information about you to:
We collect and maintain your personal information so that we can provide trust and other services to you. The types and categories of information that we collect and maintain about you include:
We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.
In order for us to provide services to you, we do disclose your personal information in very limited instances, as follows:
If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.
You may contact us at any time to manage the information we have about you.
You may request from us information about the categories of information we have collected about you, the categories of sources from which your information was collected, the business or commercial purpose for collecting your information, the categories of third parties with whom we share your information, and the specific pieces of information we have about you. You may email us at firstname.lastname@example.org with “Request for Information” in the subject line and in the body of your message to request this information.
You may also request that we delete any information about you that we collected from you. You may email us at email@example.com with “Request to Delete Information” in the subject line and in the body of your message. There are circumstances where we may not be able to fulfill your request and we will let you know if one of those situations arises.
We reserve the right to verify your identity before we process any request relating to your information.
Should you have any questions or would like more information, please call us at +1 713-993-4675.