 |
Privacy Policy
Our Commitment To You
A.G. Bisset & Co.® (“Bisset”) is committed to safeguarding the use of your personal information we have as your investment advisor.
Bisset and its affiliates (referred to as “we,” “our” and “us” throughout this notice) protect the security and confidentiality of the personal information we have and make efforts to ensure that such information is used for proper business purposes in connection with the management or servicing of your account.
Our relationship with you is our most important asset.
We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.
We do not sell your non-public personal information to anyone.
Nor does Bisset provide such information to others except for discrete and proper business purposes in connection with the servicing and management of your account as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this privacy policy.
The Information We Collect About You
You typically provide personal information when you complete an account application.
This information may include your name and address, income, e-mail address, account balance, phone number, investment activity, social security or taxpayer identification number, accounts at other institutions, and/or assets.
In addition, we may collect non-public information about you from the following sources:
- Information we receive on subscription agreements, managed account agreements, and other subscription and account opening documents;
- Information we receive in the course of establishing a customer relationship including, but not limited to, applications, forms, questionnaires, and data through our web site; and/or
- Information about your transactions with us, our affiliates, or others.
Information About You That Bisset Shares:
Bisset works as an organization to provide products and services that benefit
our customers. We may share non-public personal information with our affiliates
for proper business purposes in connection with the management or servicing of
your account.
When processing transactions or managing accounts on your behalf,
Bisset restricts access as much as possible to your personal and account
information to employees and agents in order to provide products and services
for which you have hired Bisset.
Bisset may also disclose non-public personal information
to non-affiliated third parties (such as brokers and custodians) as necessary
for us to provide agreed services and products to you consistent with
applicable law.
We may also disclose non-public personal information to other
financial institutions with whom we have joint business arrangements for proper
business purposes in connection with the management or servicing of your
account.
In addition, your non-public personal information may also be disclosed
to you, persons we believe to be your authorized agent or representative, and
regulators in order to satisfy Bisset’ regulatory obligations. Lastly, we may
disclose your non-public personal information to companies we hire to help
administrate our business.
Companies we hire to provide services of this kind
are not allowed to use your personal information for their own purposes and are
contractually obligated to maintain strict confidentiality.
We limit their use
of your personal information to the performance of the specific service we have
requested.
To repeat, we do not sell your non-public personal
information to anyone.
Information About Former Investors
Bisset does not disclose, and does not intend to disclose, non-public personal
information to non-affiliated third parties with respect to persons who are no
longer our clients.
Confidentiality and Security
Our employees are advised about the firm’s need to respect the confidentiality
of our customers’ non-public personal information. Additionally, we maintain
physical, procedural and electronic safeguards in an effort to protect the
information from access by unauthorized parties.
We’ll Keep You Informed
We will send you notice of our privacy policy annually for as long as you
maintain an ongoing relationship with us. Periodically we may revise our
privacy policy, and will provide you with a revised policy if the changes
materially alter the previous privacy policy. We will not, however, revise our
privacy policy to permit the sharing of non-public personal information other
than as described in this notice unless we first notify you and provide you
with an opportunity to prevent the information sharing. At all times, you may
view our current privacy policy on our website at www.AGBisset.com, or contact
our offices for a copy.
A.G. Bisset & Co., Inc 2008
Top of Page | Contact Us for More Information
|
 |