CHESAPEAKE ASSET MANAGEMENT, LLC
The U.S. Securities and Exchange Commission has approved regulations that impose various requirements on financial institutions’ treatment of customer information. The regulations require that financial institutions develop privacy policies and disclose these policies to its customers.
We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below.
We collect personal information about you (such as your name, address, social security number, assets, income, and wire transaction instructions) from our discussions with you, from documents that you may deliver to us and in the course of providing advisory services for you. We may use this information to provide advisory services to you, to open an account for you, to process a transaction for your account or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, such as a broker or fund administrator. We require third party service providers to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. We may, however, provide information about you to third parties at your direction and with your consent. We do not otherwise provide information about you to outside firms, organizations or individuals except to our attorneys, accountants and auditors as permitted by law, and to respond to court orders and legal investigations.
We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.
Chesapeake Asset Management, LLC
Concinnity Partners, L.P.
If you have any questions about this Privacy Notice, telephone Cathaleen Lindsay, 212 218 4040 or email: firstname.lastname@example.org.
CAM GLOBAL PARTNERS, LP