Privacy Policy

 

COPELAND CAPITAL MANAGEMENT, LLC
CLIENT NOTICE OF PRIVACY POLICY

At Copeland Capital Management, protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use "non-public private information" in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat non-public personal information in accordance with our privacy policy.

"Non-public personal information" is non-public information about you that we obtain in connection with providing a financial service or product to you.

WHAT INFORMATION WE COLLECT AND FROM WHOM WE COLLECT IT

We may collect non-public personal information about you from the following sources:

  • Information we received from you or your representatives on applications or other forms;
  • Information about your transactions with us, our "affiliates" or others; and
  • Information we receive from non-affiliated third parties, including consumer reporting agencies.

Our "affiliates" are companies with which we share common ownership. We do not currently have any affiliated companies.

WHAT INFORMATION WE DISCLOSE AND TO WHOM WE DISCLOSE IT

We restrict access to your non-public personal information to those employees, affiliates and independent third parties who need to know that information in order to provide products and services to you, or as permitted by law. As this information is required to manage your assets, no opt out is available.

OUR SECURITY PROCEDURES

We maintain physical, electronic and procedural safeguards to protect your non-public personal information. This includes measures to protect your information in the course of its disposal.

For questions concerning our policy, please contact the Compliance Department at 484-351-3700, or write to: Copeland Capital Management, Eight Tower Bridge, 161 Washington St., Suite 1325, Conshohocken, PA 19428, Attn: Compliance Dept.

This is for your information only; no certification is required on your part.

Copyright © 2006-2016 Copeland Capital Management, LLC
 

Atlanta Office

Copeland Capital Management, LLC
1230 Peachtree St., NE, Suite 1900
Atlanta, GA 30309

Corporate Headquarters

Copeland Capital Management, LLC
Eight Tower Bridge
161 Washington St.
Suite 1325
Conshohocken, PA 19428
484-351-3700

Boston Office

Copeland Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481