A. Scope of Application
Any associate or officer of the Advisor as well as any third party who is responsible for the collection, use or sharing of partner information must adhere to this policy.
B. Purpose
This policy represents the Advisors commitment to protecting the privacy of each client in a manner that is transparent and consistent with privacy related laws, regulations, and regulatory guidance and is intended to mitigate compliance, legal, operational, and reputational risks. In accordance with the Gramm – Leach Bliley Act, the Advisor must provide the privacy policy to all new clients and all existing clients on an annual basis and will record this provision to document compliance.
C. Policy Essentials
Protect the privacy of each client in a manner that is transparent and consistent with privacy related laws, regulations, and regulatory guidance and is intended to mitigate compliance, legal, operational, and reputational risks. • Ensure client information is used for the purposes for which it was collected. • Prevent potential or further harm to clients, associates or officers (of the Advisor) due to a privacy event, through the prompt identification and reporting of privacy events.
Please let me know if you have any questions about my commitment to maintaining the highest possible standards of confidentiality.
Jeffrey H. Wright
President and Founder
Fish Creek Value Management, LLC / Fish Creek Capital
IARD# 291643 / IA#5752
Copyright © 2022 Fish Creek Value Management, LLC - All Rights Reserved. Disclosures and Privacy Policy
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