Preservation Trust Advisors, LLC is committed to maintaining the confidentiality, integrity and security of your personal information. When you provide personal information, the Fund protects the confidentiality of that information.
The Fund collects the following nonpublic personal information:
The Fund does not disclose any nonpublic personal information about our current or former shareholders to nonaffiliated third parties, except as permitted by law. For example, the Fund is permitted by law to disclose all of the information we collect, as described above, to our transfer agent to process your transactions. Furthermore, the Fund restricts access to your nonpublic personal information to those persons who require such information to provide products or services to you. For example, client account information is accessible only by authorized personnel.
We train our employees in the proper handling of personal information. We require companies that help provide our services to you to protect the confidentiality of personal information they receive.
The Fund maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.