YCG, LLC (the "Firm") is committed to maintaining the security and confidentiality of personal information supplied by current and potential customers. Our policy is to protect the confidentiality of consumer information. Our employees exercise great care when dealing with personal information from clients, and we have installed procedures for the handling of personal information.
The Firm will not directly or through its affiliates, disclose nonpublic, personal information about current or former individual clients with a nonaffiliated third party unless instructed to do so in writing by the client or as permitted by law. Nonpublic personal information means (i) personally identifiable financial information; and (ii) any list, description, or other grouping of clients (including publicly available information pertaining to them) that is derived using any personally identifiable financial information that is not publicly available information.
In order to service your account, The Firm may receive nonpublic personal information about you from your applications or forms such as name, address, social security number, birth date, employment information, assets, income and investment experience. We may also receive information from transactional activity in your account such as trading history and account balances, and information from consumer reporting agencies. Such information will be used only in connection with servicing your financial needs.
As a consumer, you have the right to instruct your investment advisor and affiliates that personal information not be shared with nonaffiliated third parties, subject to certain specific exceptions relating to protection against fraud, joint marketing programs, outsourcing to service providers, and law enforcement officials and regulatory authorities who have jurisdiction over us. In addition, we will not share with affiliates information about you relating to creditworthiness, which includes personal information provided directly by you and information received from consumer reporting agencies (i.e., credit history), unless you have been notified and are given the opportunity to "opt out" of the disclosure of that information to our affiliates. With regard to service providers, we will ensure that all agreements or contracts contain provisions that they will preserve the confidentiality of the customer information and that the information may only be used for the specific purpose of providing services on our behalf.
All of our employees are subject to our internal policies, which are reinforced in our written guidelines and only those employees that need to know the information to perform their functions may access customer information. In addition, we maintain physical, electronic and procedural safeguards to protect your nonpublic personal information from unauthorized use.
11701 Bee Cave Road
Austin, TX 78738
Tel: (512) 505-2347
Fax: (512) 233-2245
Principals of YCG: Brian Yacktman, Will Kruger, Elliott Savage