PRIVACY NOTICE
GREAT OAK INVESTMENT MANAGEMENT LLC
Privacy Policy: In managing your account, Great Oak Investment
Management LLC (“Great Oak”) obtains certain nonpublic personal information
about you. Great Oak keeps this information confidential and safeguards it
from being improperly disclosed. Great Oak only uses and discloses this
information to the extent necessary to provide services to you or as
otherwise permitted by law. This policy applies to existing and former
clients of Great Oak.
Information Collected and Disclosed: This Privacy Policy relates to
nonpublic personal information that is personal to you and possibly your
family and generally includes:
• Your name, address and
telephone numbers;
• Your employment information,
including your salary and benefits;
• Information relating to your
financial situation, including your income and assets, liabilities and
debts; and
• Information about your account
assets and transactions, brokerage and custody arrangements for your account
Great Oak only discloses this nonpublic personal information about you to
those persons that provide necessary services to your account or as
permitted by law or authorized by you.
Safeguarding Your Information: Great Oak restricts access to nonpublic personal information about you only to those persons who need it to provide services to you or who are permitted by law to receive it. Great Oak maintains physical and procedural safeguards to protect the confidentiality of all nonpublic information Great Oak has about you.
If you have any questions regarding this Policy, please contact Deborah Christie at (703) 351-9213.
