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Privacy Policy
Thompson, Siegel & Walmsley LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship with you. Over our long history as a financial services provider, we have placed the highest value on the information you share with us. We believe that all of our clients value their privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with our services. We adhere to the same high standards to protect nonpublic personal information regarding our former clients as well as our current clients. We have not and will not sell your personal information at anytime.
We want our clients to understand what information we collect, how we use it and how we protect it responsibly.
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Why We Collect Your Information
We gather information about you and your accounts so that we can:
- Help design and implement the investment related services we provide you;
- Design and improve the services and products we offer; and
- Comply with the laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of "nonpublic personal information" about you:
- Information from our initial meeting and subsequent consultations about your identity, such as your name, address,
- Information that we generate to service your account (such as trade tickets and account statements).
- Information that we may receive from third parties with respect to your accounts (such as trade confirmations from
What Information We Disclose
We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as brokers and custodian banks.
Otherwise, Thompson, Siegel & Walmsley LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent;
- We believe the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient.
Arrangements with companies not affiliated with Thompson, Siegel & Walmsley LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to Thompson, Siegel & Walmsley LLC. We restrict and limit employee access to client information only to those who need it to carry out their business functions. We educate our employees about safeguarding client information and preventing its unauthorized access, disclosure or use. We also maintain physical, electronic and procedural safeguards to protect your nonpublic information.
Terms and Conditions
This web site is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services by Thompson, Siegel and Walmsley LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this web site should not be construed as financial or investment advice on any subject matter. Thompson, Siegel and Walmsley LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this web site.
Disclaimer of Warranty and Limitation of Liability
The information on this site is provided "AS IS". TS&W does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. TS&W will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, TS&W cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.
Copyright or Other Notices
If you download any information or software from this site, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.
Use of Links
Should the viewer leave this site via a link contained herein, and view content that is not provided by TS&W, the viewer does so at its own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by TS&W. TS&W is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. TS&W makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.
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