At Canterbury Consulting, we understand that privacy is an important concern of our customers. The nature of our business requires that we collect nonpublic information about you from the following sources:

• Information we receive about you in various agreements, applications, account opening documentation, and other forms and paperwork that pertains to your relationship with us,
• Information about your transactions with us or others, and
• Information that you give us orally.

We do not disclose any nonpublic personal information about a customer or former customer without the customer’s authorization, except as required by law or in direct response to inquiries from governmental authorities. We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you or employees who assist those who provide products and services. We also may disclose that information to unaffiliated third parties (such as our custodians, money managers, and brokers) only as required and permitted by law and only as needed for us to provide those products and services that we have agreed to provide to you. We maintain procedural safeguards to protect your nonpublic information.

The privacy policies described herein will be adhered to in the event you become an inactive customer or decide to close your account.

If, at any time in the future, it is necessary to disclose any of your personal information in a way that differs with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt out of such disclosure.

Canterbury is committed to protecting the confidentiality of your personal information. Let us know if you have any questions.