Nonpublic personal information includes much of the information you provide to us or information we manage on behalf of our clients. Examples of nonpublic personal information include the information you provide on new account applications for investment products or services, your share balance or transactional history, and the fact that you are a customer of one or more of our clients.
We may be provided with nonpublic personal information about you from the following sources:
We do not disclose any personal information about our customers, clients or any person who's data is managed on a Vestmark system except as required by law.
We restrict access to nonpublic personal information about you to personnel who are necessary or appropriate to provide products or services to our clients and you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.