Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the privacy and security of our clients is an important responsibility. That’s why we at Kavar Capital Partners, LLC want you to understand how we protect your privacy when we collect and use information about you, and the steps we take to safeguard that information.
Kavar Capital Partners, LLC has adopted this policy with recognition that protecting the privacy and security of personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What Information We Collect
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications, or other forms, as well as communication (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What Information We Disclose
We do not disclose the nonpublic personal information we collect about our clients to anyone except: (i) in furtherance of our business relationship with them and only then to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; (iv) with written permission in regards to client referrals (name, phone number and email address only) or (v) as otherwise provided by law.
Security of Your Information
We restrict access to your nonpublic personal information to those employees who only need to know that information to service your account. We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy.