At Pelican Hill we regard your financial matters as private. As such, we take a very basic and simple approach to your privacy: all personal information is confidential and not to be shared improperly. This includes the personal information of both our investors/clients and potential investors/clients.
Privacy
At Pelican Hill we regard your financial matters as private. As such, we take a very basic and simple approach to your privacy: all personal information is confidential and not to be shared improperly. This includes the personal information of both our investors/clients and potential investors/clients. Should you provide your mailing or email address to request an Offering Memorandum or other information, we will regard that information as private. Pelican Hill Funds and Guinness Pelican Hill Asset Management LLC may collect non-public information about you from the following sources:
Information we receive about you on applications or other forms including those submitted to us over the Internet
Information you give us orally
Information about your transactions with us
We do not disclose any non-public personal information about our investors/clients or former investors/clients without the investors/client’s authorization, except as required by law or in response to inquiries from governmental authorities.
We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you. We also may disclose that information to unaffiliated third parties (such as to brokers or custodians) only as permitted by law and only as needed for us to provide agreed upon services to you.