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Ensuring Your Privacy

Our relationship with you is our most important asset.  We understand that you have entrusted us with your private financial information, and we will do everything we can to maintain that trust by maintaining the security and privacy of your personal information.  All CPIC International (“CPIC”) associates who have access to your information are bound by a code of conduct that requires the confidential treatment of your personal information, and they are subject to disciplinary action if they fail to follow this code.  In addition, CPIC maintains physical, electronic and procedural safeguards to protect your information.  The CPIC privacy policy applies to consumers who are current or former CPIC clients or anyone who registers for one of our services or offers.  Throughout the policy, we refer to information that personally identifies you or your accounts as “personal information.”

  1. We do not sell your personal information to anyone.
  2. We de not disclose personal information to third parties, unless one of the following limited exceptions applies. Outside these exceptions, we will not share your personal information with third parties unless you have specifically asked us to do so, that is, opted in. We disclose personal information to companies that help us process or service your transactions or account(s), including companies that print and mail your account statements. We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law, for example, to cooperate with regulators or law enforcement authorities, resolve consumer disputes, perform credit/authentication checks, or for institutional risk control.
  3. We do collect personal information in the normal course of business in order to administer your accounts and serve you better. We collect information that you provide to us when you open an account.  The information we collect may include name, address, phone number, email address, Social Security number, and information about your income, interests, investments, and investment experience. Once you have an account with us, to administer your account and better serve you, we collect and maintain personal information about your transactions, including balances, positions, and history, and may include your name or other data in internal client lists that reflects your activities at CPIC. As part of our efforts to reach and serve new clients we sometimes collect and use information from outside mailing lists.
  4. We use your personal information to fulfill our regulatory obligations and to help us deliver the best possible service to you.  For example, we may use your personal information to provide faster, more convenient services.
  5. We protect the confidentiality and security of your personal information as follows: Companies we hire to provide support services are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality.  We limit their use of your personal information to the performance of the specific service we have requested. We restrict access to personal information to our employees and agents for business purposes only.  All employees are trained and required to safeguard such information. We maintain physical, electronic, and procedural safeguards to guard your personal information.
  6. We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date. If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us so that we may promptly update our records.
  7. We will provide notice of changes in our information-sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent 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.

CPIC's Multi-Manager Approach is suitable for investors with a long-term investment horizon, and is not suitable for short-term investing. Remember that past performance is no guarantee of future investment results. Use of this Web site constitutes acceptance of the CPIC Legal Notice, Use Terms, and Privacy Policy. Copyright © 2004 CPIC Internationa. All rights reserved.