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ADV LetterTo Whom it may concern: Cymric, a federally registered Investment Advisor has recently filed its 2007 Form ADV with the Securities and Exchange Commission. In accordance with S.E.C. Regulations, if you would like a copy of this recent filing, please contact Heather Perry of this office and she will promptly forward one to you. Very Truly Yours, Patricia M. Soldano ———————————— Privacy StatementCYMRIC FAMILY OFFICE SERVICESMaintaining the confidentiality of your personal financial records is very important to you and to us at Cymric. Since our founding, we have respected your privacy wishes. Our policy has not changed. However, an Act recently passed by Congress requires us to inform our clients how we manage and safeguard their personal information. Our privacy policy is described below. INFORMATION WE COLLECTIn order to serve your financial, business, and personal needs, we collect and maintain nonpublic personal information from you from the following sources:
INFORMATION WE SHAREWe do not sell your personal information to anyone and we do not disclose it to anyone except as permitted by law or authorized by you. In order to provide the services you have come to expect from Cymric, we may disclose the following kinds of nonpublic personal information about you when such disclosure is necessary or appropriate in connection with the services you have asked us to provide:
We may disclose nonpublic personal information about you to the following types of third parties:
We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law. RIGHT TO PROHIBIT CERTAIN DISCLOSURESIf you prefer that we not disclose nonpublic personal information about you to nonaffiliated third parties, you may opt out of those disclosures, that is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to nonaffiliated third parties, you may mail the enclosed self-addressed, postage prepaid opt-out form to Cymric any time in the next thirty (30) days. INFORMATION SECURITYWe restrict access to nonpublic personal information about you to employees and independent professional advisors who need to know that information to provide the services to you for which you have contracted. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Your personal information is stored in a secure space or on a secure computer. When your personal information is no longer needed, it is shredded, erased or destroyed, before recycled. We also exercise appropriate due diligence in selecting and monitoring service providers to ensure that the service providers also implement appropriate security measures. CHANGES TO OUR PRIVACY POLICYWe reserve the right to change our privacy policy in the future, but will not disclose your nonpublic personal information except as otherwise required or permitted by law without giving you an opportunity to instruct us not to do so. OPT - OUT NOTICEThe undersigned hereby directs Cymric not to disclose nonpublic personal information regarding the undersigned except as may be permitted by law.
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