PRIVACY DISCLOSURE DOCUMENT
Normandy Capital Management, LLC
575 Union Blvd, Suite 201
Lakewood, CO 80228
Normandy Capital Management, LLC’s (“NCM, LLC”) primary client goal is to protect your privacy. We share a commitment to protect your privacy and the confidentiality of your personal and financial information. NCM, LLC will limit how, and with whom, we share customer information. We do not sell lists of our customers, nor do we disclose customer information to marketing companies.
NCM, LLC collects only the customer information necessary to consistently deliver responsive products and services. We collect information that helps serve your financial needs, provide high standards of customer service and fulfill legal and regulatory requirements. We may collect nonpublic personal information from sources such as (a) Information reported by you on applications or other forms you provide to us and through personal interviews, (name, social security number, address, assets, etc.); (b) Information about your transactions with us, our affiliates, or others (account information, payment history, parties to transactions, etc.); and (c) Upon your consent, information provided by your professional financial service providers such as accountants, attorneys, employer plan administrators, mortgage brokers, insurance companies, broker-dealers, or others. NCM, LLC shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers, except as permitted by law.
NCM, LLC in order to provide the utmost in service, may disclose the information as described above, regarding customers and/or former customers, as necessary, to companies to perform certain services, on our behalf or to other financial institutions with whom we have agreements, or as required by law. Companies with which we share customer information are required to maintain the confidentiality of that information. NCM, LLC at times, may disclose nonpublic personal information to affiliated or nonaffiliated third parties (i.e., your financial service providers). We may share any of the information that we collect as described above.
NCM, LLC will internally safeguard your nonpublic personal information by restricting access to only those employees and representatives who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.