The following information contains Friedberg Investment Management Inc.'s (FIM) privacy policy designed to protect the confidentiality of our current and former clients. As required by law, we will send our most recent privacy policy notice to our current clients on an annual basis.

FRIEDBERG INVESTMENT MANAGEMENT, INC. DOES NOT SELL YOUR INFORMATION. WE WILL ONLY DISCLOSE INFORMATION ABOUT YOU AT YOUR REQUEST OR AS REQUIRED BY LAW. WE HAVE NO SUBSIDIARIES OR COMPANY ALLIANCES WITH WHOM WE SHARE INFORMATION OTHER THAN THE BROKERAGE FIRMS THAT HAVE CUSTODY OF YOUR ACCOUNTS. YOU WILL RECEIVE A SEPARATE PRIVACY POLICY NOTICE FROM YOUR BROKERAGE FIRM(S).

Nonpublic Personal Information Collected:

Information from you:

• Information provided by you on brokerage firm application forms for the establishment of your account(s).
  
• Information obtained from you for tax purposes.
  
• Information provided by you to update your account records with FIM and your brokerage firm.

Information regarding activity in your account(s):

• Information provided by you or your brokerage firm on transactions within your account(s) such as trading activity, deposits, withdrawals, dividend and interest payments.

 

Nonpublic Personal Information Disclosed:

Nonpublic personal information is disclosed only to your brokerage firm(s) in connection with establishing and maintaining your account. Services included in maintaining your account are transaction activity, billing of management fees, transfer of funds, deposits, withdrawals, reconciling, tax reporting, and updating account information such as address or telephone number changes.

Nonpublic information is provided to nonaffiliated third parties only as required by law or upon your personal request.

Our Privacy Promise: