Kirwan Capital

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Privacy Policy

KIRWAN CAPITAL LLC

PRIVACY POLICY NOTICE


Our Promise to You

As a client of Kirwan Capital, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information. 

Information Provided by Clients 

In the normal course of doing business, we typically obtain the following non-public personal information about our clients: 

  • Personal information regarding our clients’      identity such as name, address and social security number;
  • Information regarding securities transactions      effected by us; and
  • Client financial information such as net-worth,      assets, income, bank account information and account balances. 

How We Manage and Protect Your Personal Information

We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account, or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential. 

In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence. 

Client Notifications

We are required by law to annually provide a notice describing our privacy policy. In addition, we will inform you promptly if there are changes to our policy. 

Customers who have questions about these Privacy Principles or have a question about the privacy of their customer information should call us at 402-212-0519.

We reserve the right to change these Privacy Principles, and any of the policies or procedures described above, at any time without prior notice. These Privacy Principles are for general guidance and do not constitute a contract or create legal rights and do not modify or amend any agreements we have with our customers.