Stakeholder Enterprise is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. Stakeholder Enterprise does not disclose any nonpublic personal information about its customers or former customers to any nonaffiliated third parties, except as permitted by law. In the course of servicing a client account, Stakeholder Enterprise may share some information with its service providers, such as transfer agents, custodians, broker-dealers, accountants, and lawyers. 

Stakeholder Enterprise restricts internal access to nonpublic personal information about its clients to those employees who need to know that information in order to provide products or services to the client. Stakeholder Enterprise maintains physical and procedural safeguards that comply with state and federal standards to guard a client’s nonpublic personal information and ensure its integrity and confidentiality. As emphasized above, it has always been and will always be the firm’s policy never to sell information about current or former customers or their accounts to anyone. It is also the firm’s policy not to share information unless required to process a transaction, at the request of the client, or as required by law.