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What We Do To Protect Your Privacy
At LBS Capital Management, we value your business and we want
to earn your trust. In the course of providing our services, we may
receive nonpublic personal information about you. This notice has been
developed to assure you that we have taken the right steps to guard
against inappropriate disclosure of that information.
Information We May Receive
While we are serving you we may receive certain nonpublic
information from you or from unaffiliated third parties. For example,
we routinely receive information through applications, forms related to
our services, and your account transactions. We may receive such
information form third parties. The information may include your name,
address, telephone number, transactions history, and other personal and
financial information. The nature and extent of the information we
receive varies based on the nature of the services we provide to you.
We strive to maintain complete, current and accurate information about
you and your accounts. If you request a correction to our records, we
will respond in a timely manner.
Limited Disclosure
We do not disclose any nonpublic information about our
customers of former customers to anyone unless it is related to the
services you have asked us to perform or as permitted by law. For
example, service providers (accountants, custodians, brokers, etc) and
government regulatory agencies, may in specific situations gain access
to nonpublic personal information in order to provide support services
to your account or follow response to subpoenas or other legal
processes.
Protecting Confidentiality
Our agents and employees have access to nonpublic personal
information only for the purposes of providing our services to you. We
maintain physical, electronic, and procedural safeguards that comply
with all applicable regulatory standards to guard your nonpublic
personal information.
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