Periope - Achieving complete perspective together

“It’s better to look ahead and prepare than to look back and regret.’ -Jackie Joyner-Kersee

Privacy Policy

Maintaining your privacy is important to us. Your personal information is kept secure. You have a right to know what information is being collected about you and how that information will be used.

Information We Collect

In the normal course of doing business, we typically obtain the following nonpublic personal information about you from the following sources:

Information we receive from you on applications or other forms, such as name, address, and social security number Information regarding you financial affairs obtained (with your authorization) from third parties Information about your transactions with us or effected by us.

Disclosure of Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. Under the law, the information we collect is provided to companies that perform support services on our behalf as necessary to effect, administer, or process a transaction, or for maintaining and servicing your account.

We do not give or sell information about you or your accounts to any other company, individual or group.

Access to Information

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, administrative, and technical procedural safeguards to protect your nonpublic personal information.

Questions about this privacy policy should be directed to the Chief Compliance Officer for Periope, L.C., at the address noted at the bottom of this page.


Outside Links

At certain places on the Periope, L.C. Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Periope, L.C.. Periope, L.C. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Periope, L.C.

Account Lookup Section of the Periope, L.C. Internet Site.

In the Account Lookup section, you will be leaving the Periope, L.C. website and you will be viewing material from other web sites that may not be regulated by the National Association of Securities Dealers and the Securities and Exchange Commission. Information in this section is not to be considered a recommendation or an offer to purchase any product. Periope makes no representation as to the completeness or accuracy of the information provided at these sites. Periope accepts no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. This link has been provided courtesy of Periope.