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Privacy Policy
At Suncoast Equity Management, Inc., we take the issue of privacy very seriously. We want to assure visitors to our site the security, privacy and confidentiality that they expect from a financial services institution.
Suncoast Equity Management does not collect any personal information from those who merely visit or browse our site. Personal information is collected if the visitor chooses to complete the Request for Information form or sends us an email message.
E-mail and Product Inquiry
The information provided in an email message will only be used to respond to the visitor's inquiry and to provide better customer service. This information will not be provided to outside unaffiliated parties.
Client Account Access
In the Client Access Area, Suncoast Equity Management stores personal client information necessary to provide data (for example, portfolio appraisals, performance, realized gain and loss statements). To protect the confidentiality of the information shown, we request that visitors have a browser that supports 128-bit "strong" encryption, i.e., Netscape 3.0 and higher, Microsoft's Internet Explorer 3.0 and higher and AOL 3.0 (Windows).
Use of Information Collected
Suncoast Equity Management uses the information collected from visitors to its site to address the specific needs of those visitors and to provide better customer service, including the provision of the latest information regarding our products. The information collected is also used to provide a record of communications between Suncoast Equity Management and its site visitors and to comply with any applicable legal and/or regulatory requirements.
Access to Information Collected by Suncoast Equity Management Employees
Certain Suncoast Equity Management employees will be provided with a visitor's information in order to respond to that visitor's needs and provide the visitor with information regarding specific products in which the visitor may have an interest. SEM employees are instructed to use strict standards of care in handling the personal, confidential information of our customers.
Third Parties
Suncoast Equity Management does not transmit any personal information collected through its site to any third-party marketers. Personal information may be transmitted, however, if there is a specific need to complete a transaction requested by the visitor.
Visitors
Visitors who have specific questions regarding any information they have sent to Suncoast Equity Management through the website should email us at info@suncoastequity.com.
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