Colonnade is committed to safeguarding confidential information about its clients. We hold all personal information provided to our firm in the strictest confidence.
We do not disclose information to third parties, except as permitted or required by law, and do not anticipate doing so in the future. We are required by law to advise you if we change our policy, and you would be offered the opportunity to opt out of the disclosure of your non-public personal information.
Our policy regarding your privacy is summarized below. Access to personal information is limited only to those employees and agents who have a business or professional reason for knowing, and to non-affiliated parties only as required by law. We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
The categories of non-public personal information that we collect from a client depends on the scope of the client engagement.
For unaffiliated third parties requiring access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.
We do not provide personally identifiable information to mailing list vendors or solicitors for any purpose. Such information about you will be maintained during the time you are a client and for the required time thereafter that such records need to be maintained as mandated by securities industry regulations. After this required period of record retention, all such information will be destroyed.
If you have any questions regarding this policy, please contact us at 312.425.8160