Privacy Policy and Disclosures

Privacy Policy

Our Commitment To You

A.G. Bisset Associates, LLC® (“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.

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 Associates, LLC 2017

Disclosures

A.G. Bisset is an independent Investment Advisor registered with the SEC.

The firm maintains a complete list of composite descriptions and compliant presentations, which are available upon request.  Please contact +1 (203) 866-3540 for more details.

A.G. Bisset claims compliance with the Global Investment Performance Standards (GIPS®).

A Currency Manager of the Year Award by Global Pensions or Professional Pensions magazine is awarded based on a subjective evaluation by an independent panel of judges selected by the magazines among investment managers and consultants. Only managers nominated for an award by pension funds or by the magazines are included in the awards process which, therefore, excludes some competitors. Each nominee provides a short description of its services, products, research and why it believes it deserves to win the award. The descriptions are subjectively evaluated by the judges, who do not examine performance records to select the winner. The short-list of nominees usually includes 5-8 managers in each award category. An award is not indicative of a manager’s future performance nor may it be representative of a client’s experience with a manager.

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