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PRIVACY POLICY


Cogent Advisor LLC is committed to client confidentiality and to protect your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the nonpublic financial information obtained by Cogent Advisor LLC in connection with carrying out our services.

INFORMATION WE COLLECT

Cogent Advisor LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Cogent Advisor LLC collects may include:

  • Information Cogent Advisor LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide Cogent Advisor LLC directly about your personal finances or personal circumstances or which Cogent Advisor LLC may receive from brokerage statements or other information you authorize Cogent Advisor LLC to receive.

INFORMATION DISCLOSED IN ADMINISTERING PRODUCTS & SERVICES

Cogent Advisor LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Cogent Advisor LLC does not sell any personal information about you to any third party. Cogent Advisor LLC will not disclose personal information without your authorization, except as required or permitted by law.

PROCEDURES TO PROTECT CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION

Cogent Advisor LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Cogent Advisor LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Cogent Advisor LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Cogent Advisor LLC conducts business in a way that fulfills our commitment to you. If Cogent Advisor LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.