Privacy Policy
Privacy Policy
This notice describes the privacy policy and practices followed by:
Manarin Investment Counsel, Ltd.
Our company is committed to protecting the privacy of your financial information. This Privacy Policy Notice summarizes our policies relating to the collection, disclosure and protection of your nonpublic personal information.
Your privacy is a high priority for us and it will be treated with the highest degree of confidentiality. In order for us to be able to provide you with products and services, we need to collect certain information in accordance with law. All individuals with access to personal information about our customers are required to follow this policy.
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. Specifically, so that we may continue to effect transactions that you request or authorize, we may disclose the information we collect to companies that perform administrative services on our behalf. These companies will use this information only for the services for which we hired them, and are not permitted to use or share this information for any other purpose.
Non-Public Information Collected
- Information we receive from you on applications, claim forms or other forms such as your name, address, date and location of birth, marital status, sex, social security number, medical information, beneficiary information, etc.
- Information about your transactions with us, our affiliates or others such as account history, tax information, investment information, accounting information and similar information.
- Information we receive from a consumer reporting agency.
Confidentiality and Security of Your Non-Public Personal Information
- We restrict access of non-public personal information about you to only those persons who need to know about that information to underwrite, process, trade or service your accounts with us.
- We maintain physical, electronic, and procedural safeguards that comply with state and federal standards to guard your non-public personal information.
- If we become aware that an item of personal information may be materially inaccurate, we will make a reasonable effort to re-verify its accuracy and correct any error as appropriate.
If you decide at some point either to close your account(s) or to become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.
As an Investment Advisor registered with the Securities and Exchange Commission (SEC), we have a regulatory obligation to provide our clients with a copy of Form ADV Part II upon request. If you would like to receive an updated copy of our Form ADV please call 402-330-1166. You may also review information on our firm that the SEC has posted on its website. To do so, go to www.adviserinfo.sec.gov.
If you have any questions about our privacy policy, please contact:
Deborah Koch – Compliance Director
Manarin Investment Counsel, Ltd.
15858 West Dodge Road, Suite 310
Omaha, NE 68118
(402) 330-1166