GOLISH CAPITAL MANAGEMENT LLC

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PRIVACY POLICY

GOLISH CAPITAL MANAGEMENT, LLC IS COMMITTED TO PROTECTING YOUR PRIVACY

Golish Capital Management is proud of the strong relationships we have built over the years … relationships based on common goals and mutual trust. In serving you, we are committed to providing you with the investment management services you need now and in the years ahead, and to protecting your personal information along the way.

This privacy notice contains information about how we fulfill this commitment to you. In compliance with government regulations, we provide this notice annually.

GOLISH CAPITAL MANAGEMENT’S COMMITMENT TO YOU

We value the trust of our customers and will continue to recognize the importance of holding your personal financial information as confidential.

We will use information responsibly in order to protect you from fraud, offer you improved investment management services, and comply with legal obligations.

We will maintain accurate customer information and respond promptly to customer requests to correct information.

We will require companies with which we do business to use our customer information appropriately and to safeguard the confidentiality of such information.

GOLISH CAPITAL MANAGEMENT’S USE OF PERSONAL INFORMATION

We use and share information solely to provide quality investment management services to our customers. For example, this information enables us to:

  • Serve and administer your account(s) with efficiency and accuracy.
  • Provide you with comprehensive, high-quality service to meet your investment needs now and in the future.

The sections that follow will describe our information collection and sharing practices, and the safeguards we use to protect your non-public personal information.

GOLISH CAPITAL MANAGEMENT COLLECTS INFORMATION THAT MAY INCLUDE:

  • Information that we receive from you personally on applications, forms, or other correspondence, such as your name, address, phone number, social security number, and e-mail address.
  • Information about your account(s) managed by us, such as your account holdings and transaction history.

In selected situations, as permitted by law, we may disclose all of the information we collect as described above.

GOLISH CAPITAL MANAGEMENT CAREFULLY LIMITS INFORMATION SHARING

We do not disclose any non-public information about our customers or former customers, except as permitted by law. The information described above may be shared with GOLISH CAPITAL MANAGEMENT, LLCaffiliates and with selected non-affiliated third parties. This sharing is carefully limited as described in this section.

We may disclose non-public personal information about you to the following types of third parties:

  • Financial service providers that assist us in servicing your accounts, such as securities broker-dealers and custodians.
  • Non-financial companies, such as service providers that assist us with mailing statements.
  • Others, such as joint account holders and those with whom you have consented to our sharing your information.

In addition, we may share the information that we collect (as described above) with other companies outside of GOLISH CAPITAL MANAGEMENT, LLCwith whom we have teamed up through a joint marketing agreement to provide you with a particular benefit or service.

We may also share this information with other companies that perform specific or contracted services on our behalf, as permitted by law.

WE PROTECT NON-PUBLIC PERSONAL INFORMATION ABOUT FORMER CUSTOMERS

If you decide to close your account(s), we will continue to adhere to the privacy policies and practices provided in this notice.

WE HAVE SAFEGUARDS IN PLACE

We have safeguards in place to protect the confidentiality, security and integrity of your non-public personal information. We restrict access to non-public personal information to those who need to know that information in order to service your account. We maintain physical, electronic and procedural safeguards that comply with government requirements to guard non-public personal information.

We appreciate the opportunity to serve your investment management needs. We pledge to follow the policies, safeguards and guidelines as described in this notice, and to protect the confidentiality of your information. Your relationship is very important to us, and we will take great care to honor these commitments to you. Thank you for choosing GOLISH CAPITAL MANAGEMENT, LLC.

This notice applies to individuals and covers information in connection with consumer transactions.

This notice shall be effective:

 

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