This policy (the "Policy") provides a general statement of the ways in which Silverwood Partners LLC ("Silverwood" or the "Firm") uses personal information.
Silverwood may have been provided with contact or personal information by an individual or corporation or Silverwood may have obtained contact or personal information about an individual or corporation in the ordinary course of business. Obtaining this information is important to Silverwood's ability to deliver information and provide services, but the Firm also recognizes that such individuals or corporations expect their information to be treated appropriately.
The Sources of Information: The personal information collected by the Firm comes primarily from information provided by individuals through Silverwood's Website, contact information provided in the ordinary course of Silverwood's business and information gained from public sources by Silverwood.
The Type of Information: The typical information Silverwood collects about the Firm's contacts includes name, title or area of responsibility, company or employer, address, phone number, fax number, email address, and possibly other information.
Use of Personal Information: Silverwood may use personal information to administer, operate, facilitate and manage an individual's relationship with the Firm. This may include sharing such information internally, as well as disclosing it to third parties under limited circumstances. Silverwood may contact an individual by post, telephone, electronic mail, facsimile, etc., in connection with such individual's relationship with the Firm, or to provide an individual with industry analyses, news about Silverwood, or other information that is believed to be of interest. Such information may be considered marketing or advertising by the Financial Industry Regulatory Authority, Inc. (“FINRA”) or the Securities and Exchange Commission ("SEC"). Silverwood may use personal information to facilitate the Firm's internal business operations, including assessing and managing risk and fulfilling Silverwood's legal and regulatory requirements, including document retention and the requirement to provide information to regulatory authorities upon request.
Disclosures of Personal Information to Third Parties: Silverwood does not disclose personal information to third parties, except as described in this Policy. Third party disclosures may include sharing such information with non-affiliated companies that: (i) perform services in connection with investment banking transactions involving Silverwood, including those that provide professional, legal, or accounting advice to Silverwood; and (ii) sponsor or manage trade shows, conferences or events where Silverwood is a participant. Silverwood may also disclose personal information to fulfill an individual or corporation's instructions, to protect the Firm's rights and interests and those of the Firm's business partners, or pursuant to an individual's express consent. Finally, under limited circumstances, personal information may be disclosed to third parties as permitted by, or to comply with, applicable laws and regulations, for instance, when responding to a subpoena or similar legal process, to protect against fraud, and to otherwise cooperate with law enforcement or regulatory authorities.
Sale of Personal Information: Silverwood does not sell personal information to third parties.
Access to or Modification of Personal Information: An individual is entitled to access any personal data about that person held by Silverwood by sending a written request to the individual identified below. A valid means of identification may be required as a security precaution to assist the Firm in preventing the unauthorized disclosure of personal information. Silverwood will process the request within the time provided by applicable law. An individual is also entitled to have Silverwood modify or delete any information that is believed to be incorrect or out of date.
Contacting Silverwood: If an individual does not wish to be contacted by Silverwood, if an individual wishes to exercise rights of correction and access, or if an individual requires further information regarding Silverwood's privacy policies please contact:
Silverwood Farm Place
32 Pleasant Street
Sherborn, MA 01770