Privacy and Disclosures
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Meristem’s Privacy Policy As an independent Multi-Client Family Office, Meristem is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest of confidence. Our privacy policy applies to all past and present clients of Meristem and its affiliated companies. Collecting Your Information We collect information about you to the extent that it will assist us in helping you achieve your personal and financial goals. The categories of nonpublic information that we collect from a client depend upon the scope of the client engagement. We may ask for information about your personal finances, health history (to the extent that it is needed for the planning process), transaction information between you and third parties and information from consumer reporting agencies. |
Sharing and Use of Your Information Within the Firm In order to effectively administer, operate, facilitate and manage your relationship with Meristem, individuals employed by the firm will have access to your personal information to the extent that it is necessary to service your account. Those individuals employed by the firm who do not directly or indirectly provide services related to your account, will not be provided access to your personal financial information. Next |
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