We collect non-public personal information about you from the various account related documents required by Meridian Investments, Inc., or information we receive from third parties, such as consumer reporting agencies. However, Meridian Investments does not share your non-public personal information with any unaffiliated third parties with whom we have no contractual business relationship, unless:
- You give us written permission
- It is vital to completing a transaction for your account
- It is required to protect against fraud or comply with a subpoena or other court order
Meridian Companies, LLC restricts access to non-public personal information about you to those employees who have the need for that information to provide investment alternatives or services to you, or to employees who assist those who provide investment alternatives or services to you. We do not sell information about you to outside unaffiliated companies. Meridian Companies’ policies and procedures are designed to protect the confidentiality of our clients. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.