Privacy
As a client of Fairview Investment Services LLC, you have entrusted us with sensitive business and investor data. We understand that your relationship with us is based upon trust, and that as a service provider, there is an expectation that we are responsible with your information and that the necessary steps are taken to securely maintain this information. In handling private information, we are committed to holding ourselves to the highest ethical standards in its safekeeping and use. This notice is intended to help you understand how we fulfill this commitment.
In the course of client relationships, Fairview gathers and maintains personal, non‐public information regarding its clients’ business, financial circumstances, investment objectives, investors and other sensitive data.
We do not sell any client (ours or yours) information to anyone. Your information is used by us to provide the services outlined in our contract. From time to time, we may collect data about your business or your clients that is either required or necessary to provide customized services to you. This data includes information we receive on applications and forms, via telephone, and through a secure website portal, as well as through other non‐public methods related to your business.
We do not disclose any non‐public information about clients or former clients to anyone, except as required or permitted by applicable law or regulation. We will require these companies to protect the confidentiality of this information and to use it only to perform the services for which we hired them; they are not permitted to use or share this information for any other purpose. We may also disclose non‐public personal information to government agencies and regulatory organizations when required by law.
To protect your private information within our company, we maintain physical, electronic and procedural safeguards to shield non‐public information. Access to this information is restricted to personnel as necessary in order to service your account.