SCS Financial recognizes that protecting the privacy and security of the nonpublic personal information we obtain about our customers is an important responsibility. We want you to understand what information we obtain, how we use it and how we protect your privacy. These policies apply to investors in our funds and other managed account clients and may be changed at any time, provided a notice of such change is given to you.
We collect certain nonpublic personal information about you (such as your name, address, social security number, etc.) from information that you provide on subscription agreements, applications or other related forms, from communications with you or your authorized representatives and from your transactions with us or others. This information may be of a personal or family nature or of a financial nature.
We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services to you. In certain instances, we may contract with nonaffiliated third parties to perform services for us and, where necessary, will disclose your information to them. Such disclosures may include, without limitation, disclosures made to our external auditors and to businesses which provide certain technological services to us. In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. Further, we require these third parties to treat your nonpublic information confidentially. Finally, we will release your nonpublic personal information if you direct us to do so of it we are required by law to do so.