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Meridian Asset Management's Privacy Policy Respecting and protecting customer privacy has been vital to our business. Meridian Asset Management (MAM) is committed to protecting your privacy and the confidentiality of your personal and financial information. The measures we take to keep your personal information private and secure are outlined below. By explaining our Privacy Policy to you, we trust that you will better understand how we keep our customer information private and secure while using it to serve you better.

How we Protect Confidentiality
MAM uses procedural, physical, and electronic system safeguards to store and secure information about you in compliance with federal standards. Our systems protect your information from unauthorized access, alteration, and destruction. Access is permitted only to those individuals within our organization who need the information to perform their job responsibilities. MAM may enter into agreements with other companies to provide services to us or to make products and services available to you. Under these agreements, the companies may receive information about you but they must safeguard this information and they may not use it for any other purposes.

Persons Covered by the Privacy Policy
We provide our Privacy Policy to customers when they open a new account and annually after that. If we change our Privacy Policy to permit us to share additional information we have about you, as described below, or to permit disclosures to additional types of parties, you will be notified in advance and be given the opportunity to "opt out" of such disclosure.

How we obtain Your Information
In the normal course of business, MAM collects, retains, and uses information about you to serve your financial needs, administer your account(s), and inform you of products and services that may be of interest. MAM receives information about you from various sources, including information from:

  • Your requests or applications for MAM products or services, such as your name, Assets, and income.
  • Your transactions with MAM.

MAM asks that you review your information regularly to ensure that it is correct. Please contact your account representative if you need to correct or update your personal information. Please note that MAM will not share any information with its affiliates, unless requested by the client.

Sharing Information for Legal and Routine Business Reasons
MAM may disclose information we have about you as permitted by law and when we believe in good faith that disclosure is required. For example, we may share information with regulatory authorities and law enforcement officials; provide information to protect against fraud and resolve customer disputes; share information with your consent. MAM does not sell your personal information to anyone. The primary reason for sharing information about you is to increase your convenience in transacting business with us and to give you more financial service choices.

Internet Security
MAM does not retrieve account or personal information from visitors who browse the public areas of our Web sites. Clients who have the ability to access their accounts online are required to logon with their user name and individually selected password. Your password is known solely to you, the client, and should never be shared with anyone. You may change your password as often as you wish.

When you access your account online, it is through a Secure Socket Layer-encrypted session between your browser and our servers. To ensure the highest level of security, we have installed SSL ServerIDs on each server. We will continue to enhance security procedures, as new technologies become available. Each time you access your account, please do not forget to log off when you are finished. This will prevent someone else from accessing your account if you leave your computer and your session has not automatically terminated.

Option to Opt Out and Change Notices
If for any reason at any time in the future, we find it necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change and the opportunity to opt out of such disclosure.

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