Riverbridge Partners, LLC

Client Privacy Policy

At Riverbridge Partners, LLC, our customers are our highest priority and we know how important personal privacy is to you. The foundation of our relationship with customers is based on trust, so naturally we want to protect the personal and financial information with which you have entrusted us. For this reason, our policy is set forth with our procedures and we give you our pledge to protect your privacy.

We obtain non-public personal information about you from information that you provide on applications and related forms, and from transactions in your account(s). We do not collect non-public information about you from any other sources. At your request, we may obtain information from third parties necessary to administer your account.

We do not sell your personal information to anyone. With your permission, we may disclose non-public personal information to third parties necessary to better administer your account. We may disclose some or all of the non-public personal information about our clients to independent contractors and service providers for the sole purpose of better servicing our clients’ accounts. We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law; for example, to cooperate with regulators or law enforcement authorities.

We protect the security and confidentiality of personal information we collect. Access to non-public personal information about you or your account(s) is restricted to employees, independent contractors or service providers who need to have access to that information to service or administer your account(s). We maintain physical, electronic and procedural safeguards to protect your non-public personal information. We restrict access to personal information to our employees and agents for business purposes only. All employees and agents are trained and required to safeguard such information.

If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us so that we may promptly update our records.

If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt out of such disclosure.

Should you have any questions regarding our policy, please feel free to contact us.