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The information contained in this section will also be disclosed in KHC Investments’ Privacy Policy Statement. This statement will be provided to all clients in accordance with the rules and regulations of the Gramm-Leach-Bliley Act of 1999.

KHC Investments takes clients’ personal privacy seriously. Client information that KHC Investments, LLC will collect may include, but not be limited to the following:

  • Information received from account documents, including applications, contracts, and other forms, which may include information such as a client’s name, address, tax i.d., or social security number, assets, and income;
  • information about client transactions and communications with KHC Investments or others which may include account numbers, balances, and transaction requests made through transfer agents, custodians or third party intermediaries.
  • When a client account is closed, KHC Investments, LLC will continue to keep all client information confidential in accordance with the principles stated in its privacy policy.

We do not disclose nonpublic personal information about our clients to anyone outside our organization.  In addition, numerous electronic and non-electronic procedures are utilized to protect sensitive client information.  At no time will any sensitive client information be communicated in a non-secure manner.