This is for your information only. No action is required on your part.
At White Oak Global Advisors, LLC protecting your privacy is very important to us. We want you to understand what
information we collect and how we use it. We collect and use “nonpublic private information” in order to provide
clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic
“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing
financial service or product to you.
In order to fulfill our obligations to you, we need certain information. Generally, this includes your name,
social security number, date of birth, account numbers, and information about your income. We may also have access
to other sensitive information, such as credit scores, income tax information and so forth.
We may collect nonpublic personal information about you from a variety sources, such as:
We do not disclose any nonpublic information about you without your express consent, except as permitted by law
as needed to provide the services you have requested. This applies to current as well as former clients. We
access to your nonpublic personal information to those who need to know that information in order to provide
products or services to you.
Our “affiliates” are companies with which we share common ownership.
We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. This
includes measures to protect your information in the course of its disposal.