Keeping Your Information Safe
INFORMATION WE COLLECT
Sugar Maple Asset Management, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information collected may include:
- Information we receive from you on forms (such as name, address, Social Security number, assets and income)
- Information you provide us directly about your personal finances or personal circumstances or which Sugar Maple Asset Management, LLC may receive from brokerage statements or other information you authorize us to receive.
INFORMATION DISCLOSED IN ADMINISTERING PRODUCTS AND SERVICES
Sugar Maple Asset Management, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. We do not sell any personal information about you to any third party, and will not disclose personal information without your authorization, except as required or permitted by law.
PROCEDURES TO PROTECT CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION
Sugar Maple Asset Management, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. We educate our employees on the importance of protecting the privacy and security of confidential personal information.