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Mustang Capital Family Office (“MCFO”, “Firm”, “we”, “our) places significant focus on protecting its clients’ private information. To protect client information, MCFO has implemented policies and procedures ensuring that client information is kept private and secure.
MCFO does not disclose any non-public personal information about clients or former clients to any non-affiliated third parties, except as permitted by law. In the course of servicing a client’s relationship, the Firm may share some client information with its service providers, such as transfer agents, custodians, broker-dealers, banks dealing in client transactions and deposits, external portfolio & asset managers, accountants, and lawyers.
MCFO restricts internal access to non-public personal information about clients to employees only on a “need-to know” basis to facilitate its capability to provide clients with products or services.
MCFO has a strict policy which prohibits selling information about current and former customers or their account(s) to anyone. It is also our policy not to share client information unless required to process a transaction, at the request of the client, or as required by law.
A copy of our privacy notice will be provided to each client prior to, or contemporaneously with, the execution of the advisory agreement, and, thereafter, the Firm will periodically update its privacy policy online and invites its clients to direct any further inquiries as they arise.
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