Woodstock Corporation Client Privacy Statement

 

Guiding Principles

The Personal Information that We Collect, Maintain, and Communicate

Woodstock Corporation collects and maintains your personal information so we can provide investment management and related services to you. The types and categories of information we collect and maintain about you includes:

• Information we receive from you to open an account or provide investment advice and other services to you (such as your home address, telephone number, and financial information);

• Information that we generate to service your account (such as trade tickets and account statements); and

• Information that we may receive from third parties with respect to your account such as trade confirmations from brokerage firms).

In order for us to provide investment management services to you, we do disclose your personal information in limited instances, which include:

• Disclosures to third parties that perform services on our behalf (such as our technology consultants who assist us in maintaining our computer systems); and

• Disclosures to third parties as permitted by law, including those necessary to service your account (such as providing account information to brokers and custodians); and

• Disclosures required by law or made in cooperation with a government regulator or law enforcement authority, or to protect our or your rights and property.

How We Protect Your Information

To fulfill our privacy commitment at Woodstock Corporation, we have instituted firm-wide practices to safeguard the information we maintain about you. These include:

• Adopting policies and procedures that put into place physical, electronic, and other safeguards to keep your personal information safe; and

• Limiting access to personal information to those employees who need it to perform their job duties; and

• Requiring third parties that perform services for us to contractually agree by contract to keep your information strictly confidential; and

• Protecting information of our former clients to the same extent as our current clients.

Cookies and Analytics

We use cookies and similar technologies to understand how visitors use our website and to improve performance.

We use Google Analytics to collect information such as pages visited, time spent on the site, browser type, and general geographic location. This information helps us analyze website traffic and improve the user experience.

Some pages include embedded videos hosted by Vimeo. When you view these  videos, Vimeo may collect information such as your IP address, device details, and video engagement data. You can control cookies through your browser settings.

You may also learn more about how Google and Vimeo use data by visiting their respective privacy policies.

California residents have the right to request access to, correction of, or deletion of personal information we collect, subject to certain exceptions. To submit a request, please contact us at info@WoodstockCorp.com.