J.M. Hartwell Privacy Policy
We are committed to maintaining the privacy of our clients. We appreciate the trust that our clients place in us and we recognize the importance of protecting the confidentiality of non-public personal information we may obtain about our clients.

We are pleased to share with you our Privacy Policy.

Information We Collect
In the course of doing business with you, we collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms, such as your social security number, income, occupation and birth date; and

  • Information about your transactions with us, our affiliates, or others, such as account balance, assets and past transactions.
Disclosure of Information to Nonaffiliated Third Parties
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated third parties, except as permitted by law. These permitted disclosures include information to our service providers, such as transfer agents, custodians, investment companies, and financial institutions.

Disclosure of Information to Affiliates
We may disclose some information relating to your account to our holding company affiliate, which uses the information for internal accounting and record keeping purposes only.

Security Standards
We restrict access to nonpublic information about you to those employees who need to know that information to provide services to you, and we train people who work for us to properly handle personal information. We maintain physical, electronic, and procedural safeguards to ensure the integrity and confidentiality of your nonpublic information.