non-public personal information about our advisory clients, as required under applicable federal law. We
take our responsibility to protect the privacy and confidentiality of any client information very seriously.
Collection of Client Information
We collect personal information about our clients from subscription documents and other information
provided by the client in writing, in person, by telephone, electronically or by any other means.
Disclosure of Non-Public Personal Information
We do not sell or rent client information. Grandview Property Partners, LLC does not share any non-public
personal information with any nonaffiliated third parties, except in the following circumstances:
- As necessary with affiliates and with others to provide the service that the client has requested
or authorized, or to maintain and service the client’s account;
- As required by regulatory authorities, law enforcement officials and other governmental entities
who have jurisdiction over Grandview Property Partners, LLC or its affiliates; and
- As otherwise required by any applicable law or legal proceedings, and to the extent reasonably
necessary to prevent fraud and unauthorized transactions
Protection of Client Information
We maintain physical, electronic and procedural safeguards that comply with federal standards to protect
our clients’ non-public personal information. Our policy is to require that all employees, financial
professionals and companies providing services on our behalf keep our client information confidential. In
particular, we restrict access to the personal and account information of clients to those employees who
need to know that information in the course of their job responsibilities. Also, third parties other than
governmental authorities with whom we share client information must agree to follow appropriate
standards of security and confidentiality.