Patient Capital Management, LLC is committed to keeping nonpublic personal information about our clients secure and confidential. This notice is intended to help you understand how we fulfill this commitment.
In the course of management of client accounts, we may collect a variety of personal information, including:
When an account is opened, we ask for names, addresses, dates of birth (if applicable), and other information.
Patient Capital Management, LLC does not sell clients' nonpublic personal information to anyone. We do not disclose your nonpublic personal information, except as permitted by applicable law or regulation. For example, we may share this information with others in order to process your transactions. We may also provide this information to companies that perform operations or administrative services on our behalf, such as transaction processing and settlement, account reconciliation, tax processing or printing and mailing. We require these companies contractually to protect the confidentiality of this information and to use it only to perform the services for which we hired them.
With respect to our internal security procedures, we maintain physical, electronic, and procedural safeguards to protect and restrict access to nonpublic personal information. These controls include: (1) securing our offices; including security personnel and identification card key access to individual floors; (2) maintaining client files in a locked file cabinet; and (3) providing annual employee training. As required by federal regulation, we will take reasonable measures to protect against access to or use of nonpublic personal information by unauthorized persons when disposing of it.
If a client terminates an account with us, we still continue to adhere to our privacy policies and practices with respect to nonpublic personal information.
Our website utilizes technology to collect, store, and aggregate data about usage and browsing patterns. This technology helps us analyze and tailor the site for all users and better understand how our site is used.
Except as noted herein, we do not have any personally identifiable information about you unless you choose to give us such information during an online session. If you do give us personal information during your session, we will collect that information and use it to service your request and as otherwise described in this Privacy Notice.