Palisade is committed to protecting the privacy of your nonpublic personal information. In the process of administering and managing your portfolio, we collect private personal information from you. This includes information you provided to us when you established your account with us, information about transactions effected for your account, and information about the status and value of your account. We receive this information on documents, through conversations, and in correspondence.
We do not sell, exchange, or disclose client information with outside organizations unless the third party is essential in administering our operations or except as required or permitted by law. No confidential information, regarding any customer or client, may be disclosed except the following: We reserve the right to disclose or report personal information where we believe in good faith that disclosure is required under law or to cooperate with regulators or law enforcement authorities. We reserve the right to disclose information to non‐affiliated third parties with whom Palisade has an agreement to service and maintain client accounts. We may disclose information about a client or client’s account to a non‐affiliated third party at the client’s written request.
We restrict access to your nonpublic personal information to those employees who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.
Other financial professionals, such as broker-dealers or banks, may also service your account. We strongly suggest you review all applicable privacy policies for a complete understanding of how your personal financial information is treated.