DairyVisor, Inc. is committed to protecting the privacy, accuracy and reliability of personal information you choose to provide, and safeguarding such information from loss, misuse, unauthorized access, disclosure and alteration. By visiting our website, you are accepting the practices outlined in this Privacy Policy.

Personal Information Collected

DairyVisor, Inc. collects information to create and foster ongoing client relationships. In the normal course of this process, DairyVisor, Inc. may obtain and retain non‐public (personal) information about you. This includes your name, address, tax identification number, approximate age, investment experience and other identifiable information. Website traffic will be monitored to collect data with the use of a “cookie”.

Use of Personal Information

DairyVisor, Inc. uses your personal information for the following purposes:

• To approve and activate customer accounts and/or to make changes or additions to information previously provided to us.
• To provide information for the sales process, and for new client set up.
• To give you online access to proprietary information in a secured environment.

Disclosure of Personal Information

DairyVisor, Inc. takes very seriously their responsibilities to keep your personal information private.  Non‐public personal information will not be disclosed except as required and permitted by law and in the following instances:

In processing or servicing of products or services offered by DairyVisor, Inc. that have been consented to, and requested or authorized by the client.

DairyVisor, Inc. may share your personal information with affiliates, subsidiaries, and/or unaffiliated third parties only when necessary to verify the accuracy of the information you have provided, conduct identity, background and credit history checks, process or collect payments, service your account, for audit purposes and/or to ensure regulatory compliance.

Except under the circumstances described above, DairyVisor, Inc. will not disclose any of your personal information to unaffiliated third parties, unless specifically authorized by you in writing to do so. The confidentiality and conditions of this agreement will continue to be maintained even if you cease to do business with DairyVisor, Inc.

How the “Companies” Protect Personal Information

DairyVisor, Inc. will take reasonable measures to protect your personal information from unauthorized access through the use of physical security, employee policy and procedure oversight, confidentiality policies, and/or limiting the number of employees permitted to access such information through personalized staff passwords, and by having in place a process for disciplinary action where appropriate. Additionally, client or account activity related information is protected on web sites with a variety of security measures such as change control procedures, passwords, and physical access controls. Although DairyVisor, Inc. takes extreme measures to safeguard against unauthorized use of a user's data, we cannot provide complete assurances that personal information being controlled will never be compromised.