One of the most important components of our relationship with you is the trust that you have placed in us to keep your non-public information confidential. Employees of Probitas Partners do not discuss client information with anyone outside the firm (other than our attorneys and accountants) and will not do so unless you specifically authorize them to do so. We keep information we collect and record about you confidential. We maintain security procedures and standards designed to protect your non-public information at all times. Except where we are required by law to disclose it, we will not share such information with any unaffiliated entity.
In order to comply with the USA Patriot Act, Probitas Partners must obtain, verify and record information that identifies each entity (or individual) that enters into a business relationship with us. In addition to obtaining our client/customer’s corporate name and address, Probitas Partners may seek to obtain your tax identification number and certain other information. Probitas Partners may also request relevant corporate resolutions and other identifying documents.