Croft-Leominster, Inc. Privacy Policy

Croft-Leominster, Inc. values you as a client and respects your right to privacy. Effective November 13, 2000, the Securities and Exchange Commission (SEC) adopted Regulation S-P, Privacy of Consumer Information. As an Investment Adviser registered with the SEC, we are required to provide our privacy policy to you on an annual basis as long as our relationship exists. If after reading this notice you have any questions, please contact us at (800) 551-0990 or (410) 576-0100.

Croft-Leominster collects personal information about you from new account agreements, and through communication channels such as meetings, telephone conversations, and requests sent by mail or electronic mail. Information is also collected as a result of activity within your account. This information may include: Name, Address, Social Security Number or Tax Identification Number, Assets, Income, Account Balance, Transactions, and Accounts at other institutions.

We do not sell personal information about current or former clients to any third parties, and we do not disclose it to third parties unless necessary to process a transaction, service an account, or as otherwise permitted by law.

We maintain physical, electronic, and procedural safeguards to ensure your personal information is treated responsibly and in accordance with our privacy policy. We also restrict access to your personal information within our organization to those employees who need to know that information to perform their jobs, such as servicing your accounts, and resolving problems.

We provide one copy of this notice to joint account holders. Please share this information with everyone covered by your contract. Upon your request, we will send additional copies of this notice.

Respecting your privacy has and will always be an important aspect of our business.

 

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