Privacy Policy

The purpose of this notification is to advise you Unison Asset Management’s Privacy Policy and to comply with Federal laws, including Securities and Exchange Commission regulations.

Our Commitment to Your Privacy: Unison Asset Management (“UAM”) is committed to recognizing and respecting the expectations and rights of our customers regarding the handling of personal information. To protect your privacy UAM has adopted the long standing privacy policy outlined below, which explains the circumstances under which UAM may collect, maintain and use any non-public personally identifiable information you may provide us or which we accumulate in the course of doing business with you.

Collection of Information: We limit the collection and use of information to the minimum we require to help us serve your financial needs, deliver superior customer service, offer new products or services, and to fulfill regulatory and other legal requirements. The type of information UAM may collect includes:

• Information received from you on new account applications or other forms;
• Information about your transactions with us or others; and
• Information that we receive from a consumer reporting agency.

How We Protect Your Information: Without your written permission,  UAM will not share referral or client non-public personal information with unaffiliated third parties, unless UAM determines such disclosure is necessary to protect against a fraud or comply with a subpoena, court order or other legal requirement. Further, we restrict access to personal information to only those employees who require access to such information to provide to you with related products or services. Finally, we also maintain physical, electronic and procedural safeguards to protect your information.

Former Customers: Even if you are no longer a customer of UAM, our Privacy Policy will continue to apply accordingly.

UAM is committed to upholding the spirit of this Privacy Policy, but reserves the right to change these privacy policies at any time.  If you have any regarding this disclosure or would like a copy of UAM’s full Privacy Policy, please contact us.