Privacy Policy

Information provided by you through our Web site is used only to help maintain the business relationship you have with us.

Privacy is a top priority at Clifford Capital Partners. We are committed to maintaining the highest level of confidentiality with all of the information we receive through our Web sites.

You are not required to provide personal information to use the Clifford Capital Partners web site except where expressly stated. Certain features may require you to submit personal information in order for those features to function (e.g. First Time User login). Such information might include first and last name, a physical address, an e-mail address, a telephone number, and social security number.

Clifford Capital Partners may use “cookies” or related technology in order to track usage of the Web site, and in order to improve our service to you. A cookie does not tell us your individual identity.

Clifford Capital Partners and its representatives are committed to respecting the privacy of your personal information. The portions of our Web sites that require you to input personal information employ the most current encryption technology available to ensure secure transmission of your information.

Please understand that the Internet is not a completely secure medium of communication. Therefore, we cannot guarantee the privacy of any information you input on this Web site or send to us on the Internet. We will not be responsible for any damages you or others may suffer as a result of the loss of confidentiality of any such information. We look forward to communicating with you and have provided many places on this Web site for you to contact us. Please remember that, unless the specific access location says otherwise, all messages sent to or from this Web site can be accessed by other Internet users. To protect your privacy, please do not use e-mail to communicate information that you want kept confidential.

If you are concerned about the security of the Internet for the communication of personal information, you may consider using alternative forms of communication such as telephone, fax, or regular mail.

We do not guarantee or warrant that any part of this Web site, including files available for download, are free of viruses or other harmful code. It is your responsibility to take appropriate precautions, such as the use of anti-virus software, to protect your computer hardware and software while using the Internet.

Please review this Online Privacy Policy frequently as it may change at any time at CCP’s sole discretion.

Our Privacy Promise

• We do not sell information about you.
• We do not share your information with anyone else for their marketing purposes.
• We use your personal information only to help maintain the business relationship you have with us.

Privacy Notice to Our Customers

As a client of Clifford Capital Partners, you trust us to help you achieve financial success and security. We provide this notice because you have a right to know how we protect the privacy of the personal information you share with us. Your knowledge of our privacy principles and practices will confirm the trust you have placed in us.

What Personal Information Do We Collect?

The type of information that we collect depends on the type of advisory service we provide. This includes:

• Information you provide on a questionnaire or other form (for example, name, address, social security number, or income).
• Information about your business relationship and history with us.

Most of the personal information we collect is obtained from you. We collect personal information needed only to service and manage your relationship with us.

How Do We Use and Disclose Your Information?

The main use of your information is to confirm your identity in the course of business that we perform at your request. We also use your information to service your relationship with us.

Information may be disclosed to other entities that provide business services to us related to our relationship with you. This may include administrative or audit services. Examples are your agent or broker. Before we disclose your information, these entities must agree to keep it private.

If necessary, we disclose information when it is required by law. We may also disclose certain information to other entities to help us report or prevent fraud. Examples are reports to a regulatory or law enforcement agency.

How Do We Protect the Security of Your Information?

We have policies to maintain physical, electronic, and procedural safeguards to protect the confidentiality of your personal information. Access to personal information is available only to those people who need to know it in order to help service our relationship with you.

Should your relationship with us end, we will continue to follow the privacy policies described in this notice to the extent that we retain information about you. If we no longer need to retain that information, we will dispose of it in a secure manner.

Do You Need to Do Anything?

It is not necessary for you to take any action. This is because we do not share your information except to service the business relationship you have requested with us. You do not need to “opt-out” or “opt-in” as you may have done with other financial companies.

How Can You See And Correct Your Information?

Generally, you have the right to review the personal information we have about you. You must request this in writing. We are not required to provide you with information we have collected in connection with a claim or lawsuit. If you believe that any of the information we have is in error, you may write us and request a correction. Where justified, corrections will be made.

Please direct inquiries about accessing or correcting your information to the address below:

Clifford Capital Partners Privacy Office
363 S. Main Street, Suite 101
Alpine, Utah 84004

If you have questions regarding Our Privacy Promise, please call (312) 554-5005.

Please have your account number available, if applicable, when you call so we may provide you with the best service. A copy of Our Privacy Promise will be sent out annually.