Disclaimer

The information provided in this Privacy Policy serves as a transparent representation of Strathaven Holdings Limited's commitment to safeguarding the privacy and confidentiality of client information. It outlines the policies and procedures governing the collection, use, and protection of nonpublic personal information. Please be advised of the following:

Scope of Application

This Privacy Policy applies to individuals who have obtained or currently utilize services from Strathaven Holdings Limited primarily for personal, family, or household purposes.

Information Gathering

Client information is collected from various sources, including client agreements, tax returns, client transactions, and public sources, to facilitate the provision of investment management services.

Information Sharing

Strathaven Holdings Limited may disclose nonpublic client information to third parties under specific circumstances, such as client authorization, legal compliance, or for business-related purposes. The disclosure of information is conducted in accordance with applicable laws and regulations.

Opt-Out Provision

Clients have the right to opt-out of certain disclosures, as explained in this Privacy Policy. If there is a need to disclose client personal information in a manner inconsistent with this policy, advance notice will be provided to allow clients the opportunity to opt-in or opt-out, as required by applicable law.

Former Clients

The Privacy Policy continues to apply to all former clients of Strathaven Holdings Limited.

Security Measures

The firm employs physical, electronic, and procedural safeguards to protect the personal and account information of clients. Internal controls are maintained to ensure the accuracy and completeness of client information.

Changes to the Policy

Strathaven Holdings Limited reserves the right to modify this Privacy Policy. The examples provided in this policy are illustrative and not exhaustive.

Contact Information

For any questions or concerns regarding this Privacy Policy, please contact us at info@strathavenwealthmanagement.com.

This Disclaimer is intended to provide clarity and transparency regarding the practices and principles outlined in the Privacy Policy. Clients are encouraged to review this information carefully and reach out for further clarification if needed. Strathaven Holdings Limited remains committed to maintaining the privacy and security of client information in accordance with applicable laws and industry standards.