Motiwala Capital LLC
Investment Advisor Privacy Policy
Motiwala Capital LLC is committed to preserving the confidentiality of the non-public personal
information provided to us by our clients. As part of this commitment, Motiwala Capital LLC
adopted the following privacy policies.
Information We Collect
As we provide our investment services to our clients, we collect certain non-public information about our clients. Some of the information may include name, address, telephone number, social security number, email address, employment, income and other pertinent information. We collect and maintain this information in order to properly serve our clients.
Disclosure of Information
In the process of providing our management services to our clients, we may disclose this information to third parties as permitted by law. Some of the third parties include outside broker-dealers, custodians, administrators, transfer agents, accountants or attorneys that we need to use to provide our services to our clients. In any other circumstances we do not disclose our clients’ non-public personal information unless it is required by law.
How We Protect Non-Public Personal Information
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of our clients’ information. These include password-protected user access to our computer files.
Information We Collect
As we provide our investment services to our clients, we collect certain non-public information about our clients. Some of the information may include name, address, telephone number, social security number, email address, employment, income and other pertinent information. We collect and maintain this information in order to properly serve our clients.
Disclosure of Information
In the process of providing our management services to our clients, we may disclose this information to third parties as permitted by law. Some of the third parties include outside broker-dealers, custodians, administrators, transfer agents, accountants or attorneys that we need to use to provide our services to our clients. In any other circumstances we do not disclose our clients’ non-public personal information unless it is required by law.
How We Protect Non-Public Personal Information
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of our clients’ information. These include password-protected user access to our computer files.
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