- Information provided by you or your representative on documents or other forms furnished to the Company or through other interactions that you or your representative have with the Company
- Information arising from your investments in or accounts with the Company
KeepMore employs physical, electronic, and procedural controls to safeguard your information. For example, KeepMore authorizes access to your personal and account information only for personnel who need that information in order to provide products or services to you.
KeepMore does not disclose any non-public personal information about you, except as permitted by law. For example, the Company has entered into a number of arrangements with service providers to assist with tax form preparation, investor outreach, required SEC and State filings, internet security, online investor account management, including distributions and servicing of investment accounts.
If you decide to close your account, KeepMore will continue to adhere to the privacy policies and practices as described in this notice.”