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300 North Capital, LLC considers customer privacy to be a fundamental aspect of our client relationships. We are committed to maintaining the confidentiality, integrity, and security of our current, prospective and former clients' personal information.
In the course of providing you with products and services, we may collect, retain, and use client information for the purpose of administering our operations, providing client service, and complying with legal and regulatory requirements. This information may come from sources such as account applications, investment policy statements, and other forms from other written, electronic or verbal correspondence, from your transactions, from your brokerage or financial advisory firm, financial adviser or consultant.
300 North Capital does not sell, exchange or disclose client information with outside organizations unless the third party is essential in administering our operations or except as required or permitted by law. As is common in the industry, non-affiliated companies may from time to time be used to provide certain services, such as preparing and mailing reports, account statements and other information. These companies may have access to your personal and account information, but are permitted to use the information solely to provide the specific service or as otherwise permitted by law. We may also provide your personal and account information to your brokerage or financial advisory firm and/or to your financial adviser or consultant.
300 North Capital reserves the right to disclose or report personal information where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities. In addition, we may disclose information about you or your account to a non-affiliated third party at your written request.
300 North Capital takes seriously the obligation to safeguard your non-public personal information. We maintain appropriate safeguards regarding client information which includes the use of security procedures to prevent revealing client information.
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Online Privacy Policy
300 North Capital, LLC adheres to the same high standards for online privacy as any other aspect of customer privacy. In this policy, information that personally identifies you or your accounts is referred to as "personal information".
Information Collected on this Site and its Use
Unless you voluntarily provide personal information on our web site, your visit will be completely anonymous.
Personal information is collected only when knowingly submitted by you or your representative on forms; these forms are used to process your requests for additional material on our products and services, or to contact you if we have trouble filling the order.
300 North Capital uses aggregated data about visitors to improve our site's design and content. This includes, but is not limited to, how many people visit the site, which pages they visit, and what browser and operating system they use. Such data is always anonymous: it is not associated with any personal information.
E-Mail Security
Regular e-mail over the Internet is not secure. We do not recommend using the e-mail links on our site to discuss sensitive personal information; please contact us by phone or mail with any questions regarding your account.
Cookies
A cookie is a small text file stored on your computer. Cookies used by our site cease to exist after you close your browser. We may use cookies for session management or to analyze site usage; we do not use cookies to store personal information.
Links to Other Sites
For your convenience, we may provide links to other sites (e.g., our affiliates or companies appearing in our portfolios) which are not governed by this policy. Please read their privacy statements to learn more about their policies.
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