Considerate Capital


Considerate Capital considers the preservation of your privacy a priority. In order to provide you with individualized service, we collect certain nonpublic personal information about you from information you provide on applications and other forms (such as your address and social security number), and information about your transactions with us (such as purchases, sales and account balances). We may also collect such information through your account inquiries by mail or telephone.

We do not disclose any nonpublic personal information about you to anyone, except as permitted or required by law or as permitted by you pursuant to a written consent. Specifically, so that we may continue to tailor our products and services to meet your investing needs and to effect transactions you request or authorize, we may disclose the information we collect, as described above, to companies that perform administrative or marketing services on our behalf, including financial service providers such as custodians; administrative and marketing service providers such as printers and mailers; and our affiliates in order to enhance and improve customer communications, services and products designed to meet our customers' needs. These companies will use this information only for the services for which we hired them and are not permitted to use or share this information for any other purpose.

In order to further protect you, we also maintain strict internal security measures. We restrict access to your personal and account information to those employees who need to know that information to service your account. We also maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

If you have any questions regarding our policy or need additional copies of this notice please contact the Compliance Department.

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