Privacy Policy


Protecting your personal information is an important priority for the Sansoterra Group. Our privacy policy is designed to support this objective. The Sansoterra Group collects non-public personal information concerning you in the following ways:

  • Information provided by you or your representative on applications or other forms furnished to the Sansoterra Group or through other interactions that you or your representative have with the Sansoterra Group or
  • Information arising from your investment accounts with the Sansoterra Group.

The Sansoterra Group employs physical, electronic and procedural controls to safeguard your information. Data is maintained on the Custodian’s computers and on ours; both systems employ access codes and ongoing backup. The Custodian is also subject to rigid privacy standards. For example, the Sansoterra Group authorizes access to your personal and account information only for personnel who need that information in order to provide products or services to you and only with your written permission.

The Sansoterra Group does not disclose any non-public personal information about you, except as permitted by law.

If you decide to close your account, the Sansoterra Group will continue to adhere to the privacy policies and practices as described in this notice.