Information We Collect
Vantage Point collects personal information as part of our relationship to you as an investment advisor, to provide client services and fulfill legal and regulatory requirements. The type of information Vantage Point collects may include:
- Information Vantage Point receives from you on forms (such as name, address, Social Security number, assets and income);
- Information you provide Vantage Point directly about your personal finances or personal circumstances or that Vantage Point may receive from brokerage statements or other information you authorize Vantage Point to receive.
Information Disclosed in Administering Services
Vantage Point will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Vantage Point does not sell any personal information about you to any third party. Vantage Point 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
Vantage Point 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. Vantage Point educates our employees on the importance of protecting the privacy and security of confidential personal information.