Privacy policy.
How Holden Family Office collects, uses and protects your personal information.
Authoritative version. The controlling privacy notice for Holden Family Office LLC is the document filed with our regulatory disclosures.
Download the Privacy Policy (PDF)[Paste the text of your current privacy notice into this page in WordPress. The headings below follow the standard Regulation S-P structure so you can drop each section into place. Delete any that do not apply.]
Information we collect
[Describe the categories of non-public personal information you collect — for example information from account applications, transaction history, and information from consumer reporting agencies.]
How we use your information
[Describe the purposes for which client information is used, such as servicing accounts, executing transactions, and meeting regulatory obligations.]
Information we share
[Describe when and with whom information is shared — custodians, sub-advisers, service providers and regulators — and confirm that you do not sell client information.]
How we protect your information
[Describe the physical, electronic and procedural safeguards in place, and internal access restrictions.]
Former clients
[State your policy for handling information after a relationship ends.]
Changes to this notice
[State how clients will be notified of material changes to this notice.]
Contact us
Questions about this notice may be directed to Holden Family Office at info@holdenfamilyoffices.com or (XXX) XXX-XXXX.
Last updated: [Month Year]