Privacy Policy

Collection and use of shareholder information
SteepleView Fund and the IRA custodian collect only relevant information about the Fund's shareholders that the law allows or requires us to have in order to conduct our business and properly service you. We collect financial and other personal information about you from the following sources:

Information you provide on applications or other forms (for example, your name, address, social security number and birth date);

Information derived from your transactions with us (for example, transaction amount, account balance and account number);

Information you provide to us if you access account information or conduct account transactions online (for example, password, account number, e-mail address, alternate telephone number).

Keeping information secure
We maintain physical, electronic and procedural safeguards to protect your financial and other personal information, and we continually assess new technology with the aim of adding new safeguards to those we have in place.

Limiting employee access to information
We limit access to personally identifiable information to only those employees with a business reason to know such information.

Use of personal and financial information by us and third parties
We do not sell non-public personal information about current or former customers or their accounts to any third parties, and do not disclose such information to third parties unless necessary to process a transaction, service an account, or as otherwise permitted by law. Those who may receive this information include the companies that provide transfer agent, technology and administrative services, as well as the investment adviser who is an affiliate of the Fund.

Accuracy of information
We strive to keep our records of your information accurate, and we take immediate steps to correct errors. If there are any inaccuracies in your statements or in any other communications from us, please contact us or contact your investment professional.