Teneca respects the confidentiality of our clients' non-public, personal information. It is the Company's intention to ensure this information is safeguarded to protect against its misuse. To that end, we are providing you with a copy of our current Privacy Policy to remind you of our concern for and our efforts related to the protection of your personal, non-public information.
All information given to Teneca and all recommendations and advice furnished by Teneca to its clients will be kept confidential and will not be disclosed to anyone, except as Teneca may so agree in writing or as may be required to do so by law. Teneca does not sell personal client information to third parties.
Teneca will collect non-public information about its clients as part of this engagement. This information will be obtained directly from the client and includes, but is not limited to, details such as the client's date of birth, social security number, financial account numbers and balances, tax returns, sources and amounts of income, home addresses and telephone numbers.
As part of Teneca's policy, Teneca restricts access to confidential personal information about its clients to those Teneca employees and/or representatives who need to know that information in order to provide products or services to its clients. Teneca maintains physical, electronic, and procedural safeguards to comply with federal standards to guard its clients' confidential personal information.
Should a client agree to accept financial services provided by Teneca, Teneca may share the client's non-public information with certain affiliated and non-affiliated third parties. Teneca may maintain agreements with various affiliated or non-affiliated entities who may act as the custodian and account holder for clients of Teneca and securities may be offered directly through Teneca or other broker-dealers properly engaged by Teneca. These third-party institutions may require agreements to establish a Teneca client's account with them. Teneca will only share the appropriate customer non-public information needed to facilitate these account agreements on behalf of its clients.
If you have any questions or concerns regarding this policy, you may contact Teneca, LLC at 952-345-3270 or by email at apence@teneca.com.
