At Compass Investments, we consider your privacy to be very important. We understand that you have entrusted us with your private financial information, and we make it a priority to protect it. We do not disclose non-public personal information about our clients (or former clients) to third partners except as described below.
We collect information about you, such as your name address, social security number, assets and income, from our discussions with you, from documents that you may deliver to us, and in the course of providing advisory services to you. We may use this information to open an account on your behalf, process a transaction for your account or otherwise in furtherance of our business.
In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your accounts and have a need for such information. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to only use the information for the purposes for which we disclose the information to them. Unless otherwise requested by you, we do not provide non-public personal information about you to outside firms,organizations, or individuals except where required by law.