Privacy Statement

 

Keeping your personal information secure and ensuring your understanding of how we use that information is important to us. Our goal is to help you understand how the personal information you choose to share with us through this site is used and maintained.

The personal information you provide and the data you create and save on this site, including and without limitation all selections and uses of calculators and other tools included therein as well as any usage tracking information created in respect of you in relation to this site (collectively "personal data"), may be used to provide a service to you and to inform you of products, services, or other opportunities that may be available through Meredith Portfolio Management Inc. and/or its affiliates (“Meredith Group”).  Such personal data will also be used to administer our business, this site, and our services in a manner consistent with the Terms of Use as well as with all applicable laws, rules, regulations, or other legal obligations. You may instruct us not to market your personal data to any person outside Meredith Group. If you provide us with your e-mail address, or have done so in the past, we may upon occasion send you e-mails. You may at any time request us to stop sending you e-mails.

 

Meredith Portfolio Management and its affiliates may use, store or otherwise process and may transfer or disclose any of your personal data to any member of Meredith Group wherever located in the world, for the above purposes. You may use, store or otherwise process personal data provided by Meredith Group for relationship management purposes, but you are prohibited from passing any personal data to third parties without prior notification to the data subject.

 

This privacy statement does not supersede the Terms of Use that govern your use of this site. Any conflict between the two shall be determined in favor of the Terms of Use.

 

Meredith Portfolio Management may change or update this privacy statement at any time. Any change or update will be effective immediately upon posting to this site.


Home | Our Philosophy | Our Firm | Fixed Income | Taxable Bonds | Municipal Bonds | Tax Exempt & Taxable Cash Management 
Private Client Group | Market Performance | Investment Banking | Family Office Services | Contact Us

 

Meredith Portfolio Management Inc. © Copyright 2006 All rights reserved. Published in the U.S.A. All rights reserved.
Access Agreement / Privacy Statement / Terms of Use / General Feedback / Safety of Customer Assets